Jul. 31 at 9:06 PM
Michael Burry has released his latest portfolio update.
Position changes include:
Increased his short position in
$MU around
$880.
Added to his
$NVDA short.
Expanded his short exposure to
$SOXX near
$506.
Increased his long position in
$LULU around
$118.
Added to long positions in
$FLUT and DraftKings.
No changes were made to his holdings in Tesla or Palantir.
Burry continues to lean more bearish on semiconductors while selectively adding to consumer-focused names. His latest filings will be closely watched by the market.
