Analysis

Big Short’s Michael Burry Abruptly Sells Everything – Except for One ‘Recession-Proof’ Asset

Published

4 months ago

May 17, 2025

“Huge Quick” hedge fund supervisor Michael Burry, recognized for predicting the collapse of the 2007 housing market, has simply began an necessary portfolio shakeuup.

New SEC recordsdata from Burry’s Scion Asset Administration show The corporate has taken a considerable bearish angle towards NVIDIA (NVDA) and opening a big place in PUT choices towards the inventory of the chip maker.

Scion additionally has his somewhat bullish view on Chinese language shares.

The fund acquired Beararigh to massive Chinese language corporations, together with Alibaba (Baba) and Baidu (Bidu).

And right here is the Twist-Scion’s solely remaining lengthy place in New York-based Estee Lauder (EL), a wager on the potential restoration of the cosmetics big.

This lonely bullish angle underlines the cautious method to Burry in the marketplace, the place the make -up business is usually resilient for recession.

That is the second time lately that Burry has turned off the portfolio of Scion.

In 2023, Burry drastically diminished the significance of Scion, solely to confess that he was incorrect later whereas inserting new, focused bets.

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