Michael Burry

Chief Executive Officer, Scion Asset Management

FundScion Asset Management$1.38B

Funds

The funds Michael Burry runs, and what each reported holding in its latest 13F filing with the SEC.

Scion Asset Management$1.38BChief Executive Officer8 positions · 13F as of Sep 30, 2025Largest positionsPalantirPUT66.0%NvidiaPUT13.5%PfizerCALL11.1%See the portfolio →

Snapshot

No facts are on file for Michael Burry yet.

Latest on Michael Burry

Featured · Chips

Broadcom's guarantee on Anthropic's chips just got a market price: 275 basis points

A $35 billion loan for Anthropic's chips priced 275 basis points apart with and without Broadcom's credit support. The AI lab's prospectus locks Broadcom into $161.2 billion of leases, and a mid-November IPO sets its choice: convert the $42 billion loan into equity, or hold the debt.

October 5, 2026 · 3 min read

Data Center
An Unrated, Two-Year-Old Insurer Just Put Its Name on Used-GPU Risk
Days after Nvidia was reported to be shopping chip residual-value risk to insurers, Corgi launched a data center program whose GPU "residual value protection" is built to make chips a financeable asset. The carrier behind that cover is unrated, two years old, and marked at $5 billion against $40 million of revenue.
October 3, 2026 · 3 min read
Deals
Jane Street set Etched's $21 billion price and is its only named customer
The quant fund led the August round that doubled the chip startup's mark to $21 billion, weeks after taking delivery of its first rack. Etched counts more than $1 billion of orders, and beyond Jane Street not one buyer is named.
October 4, 2026 · 3 min read
Data Center
Moody's stamps $926 million of neocloud GPUs investment grade, and the shorts are not buying it
A Morgan Stanley-led syndicate has closed the first broadly syndicated, investment-grade-rated term loan B ever completed by a private neocloud, with Lambda's GPU servers and their contracted cash flows as collateral. Weeks later, sell ratings and an expanded Michael Burry short landed on the sector's stocks.
September 26, 2026 · 3 min read
Data Center
Larry Ellison pledged $56.6 billion of Oracle stock under a rule that exempts only him
Oracle's new proxy puts 413 million shares, 36% of Larry Ellison's stake, behind his personal loans. The pledge rose in the same filing term as the Ellison family's $47 billion Warner Bros. Discovery commitment, and the collateral is Oracle itself, whose data-center construction loans have changed hands below 90 cents on the dollar.
September 29, 2026 · 3 min read
Economy
Michael Burry just gave his AI crash call an expiry date
Michael Burry closed every share short in his book on Monday night and rebought most of the same bets as puts dated June through December 2027, converting his "sooner than later" bubble warning into a trade with printed deadlines.
September 29, 2026 · 3 min read
Chips
Beijing pays for Nvidia chips with its own chip stocks, and Burry bets Washington pays next
China's reported nod to Nvidia chip purchases sent its own chip champions to a one-year low, in the same session Asia's chipmakers slid on OpenAI's training pause. Michael Burry is short the boom and says Trump "cannot afford to let it fall."
September 28, 2026 · 3 min read
Data Center
Nebius lifts the H100 to $4.50 an hour while Burry loads the short
From 1 October the AI-cloud operator raises on-demand rates 17 to 21 percent across chips from the H100 to the B300, its second round since June. Customers are prepaying the buildout, two camps are fighting over the stock, and the risk sits where contracted power has not yet become billed hours.
September 27, 2026 · 3 min read
Data Center
GPU cloud's referee crowns Nebius Platinum while Burry adds to his short
ClusterMAX 3.0 lifts Nebius into GPU cloud's top tier and hands medals to just 19 of 323 clouds, days after Rothschild Redburn's sell calls and a $3.7 billion CoreWeave convertible. The grade certifies the clusters; the credit market is repricing the landlords.
September 24, 2026 · 3 min read
Chips
Burry Adds to Micron and Nebius Shorts, Backing Acer's CEO Against the Memory Kings
The "Big Short" investor said he increased bets against Micron, Nebius, SOXX and Palantir "in some size", taking the side of an Acer buying desk that says memory supply has already caught up. Micron rose about 4.75% anyway.
September 22, 2026 · 3 min read

Connections

In the same stories

Jensen Huang3 stories together
Hock Tan1 story together
Michel Combes1 story together
Sanjay Mehrotra1 story together

Funds

Snapshot

Latest on Michael Burry

Broadcom's guarantee on Anthropic's chips just got a market price: 275 basis points

An Unrated, Two-Year-Old Insurer Just Put Its Name on Used-GPU Risk

Jane Street set Etched's $21 billion price and is its only named customer

Moody's stamps $926 million of neocloud GPUs investment grade, and the shorts are not buying it

Larry Ellison pledged $56.6 billion of Oracle stock under a rule that exempts only him

Michael Burry just gave his AI crash call an expiry date

Beijing pays for Nvidia chips with its own chip stocks, and Burry bets Washington pays next

Nebius lifts the H100 to $4.50 an hour while Burry loads the short

GPU cloud's referee crowns Nebius Platinum while Burry adds to his short

Burry Adds to Micron and Nebius Shorts, Backing Acer's CEO Against the Memory Kings

Connections

In the same stories

Funds

Snapshot

Latest on Michael Burry

Broadcom's guarantee on Anthropic's chips just got a market price: 275 basis points

An Unrated, Two-Year-Old Insurer Just Put Its Name on Used-GPU Risk

Jane Street set Etched's $21 billion price and is its only named customer

Moody's stamps $926 million of neocloud GPUs investment grade, and the shorts are not buying it

Larry Ellison pledged $56.6 billion of Oracle stock under a rule that exempts only him

Michael Burry just gave his AI crash call an expiry date

Beijing pays for Nvidia chips with its own chip stocks, and Burry bets Washington pays next

Nebius lifts the H100 to $4.50 an hour while Burry loads the short

GPU cloud's referee crowns Nebius Platinum while Burry adds to his short

Burry Adds to Micron and Nebius Shorts, Backing Acer's CEO Against the Memory Kings

Connections

In the same stories