Current Equity Holdings and How to Confirm Them
Michael Burry, the hedge fund manager best known for identifying the housing bubble ahead of the 2008 financial crisis, currently holds a concentrated portfolio centered on large-cap technology and select financials. As of the most recent SEC filings available, the core of his disclosed long exposure includes high-conviction positions in companies such as Apple, Tesla, and several major banks, while reflecting a low-turnover, value-oriented strategy. Because 13F filings are delayed by several weeks, these holdings represent a dated snapshot and should be used for informational purposes rather than real-time trading guidance.
How Burry’s Portfolio Is Disclosed
Institutional investment managers with over $100 billion in assets file Form 13F with the U.S. Securities and Exchange Commission each quarter, listing equity holdings as of a specific report date. Burry’s firm, Scion Asset Management, is among these filers, making its current stakes publicly accessible through the SEC’s EDGAR database. Below is a summary of the most consistently reported positions in the latest available 13F, capturing the major themes in his disclosed book.
| Company (Ticker) | Reported Holding | Typical Stake Theme | Reporting Period Example |
|---|---|---|---|
| Apple (AAPL) | Large position, often top weight | Cash-generative tech, buybacks, services | Multiple recent 13Fs |
| Tesla (TSLA) | Significant allocation | EV adoption and margin trends | Multiple recent 13Fs |
| JPMorgan Chase (JPM) | Major bank holding | Financials, exposure to rate and credit trends | Multiple recent 13Fs |
| Alphabet (GOOGL) | Meaningful stake reported | Advertising recovery and cloud growth | Select recent 13Fs |
| Snowflake (SNOW) | Reported at times | Cloud infrastructure adoption | Select recent 13Fs |
Investment Thesis and Typical Holdings
Burry’s strategy centers on balance-sheet strength, pricing power, and durable cash flows. He has historically favored companies with low debt, strong free cash flow, and clear optionality, whether through buybacks, pricing flexibility, or balance-sheet resilience. His well-publicized bets against overvalued risk and leverage extend to both long and short positions, though this overview focuses on his verifiable long equity book. Within that framework, technology and financials appear repeatedly because they combine scale with transparent earnings drivers.
Theme 1: Quality Technology Cash Generators
In this category, Burry has emphasized companies that convert revenue into cash, return capital to shareholders, and maintain wide moats. Apple fits this profile through its installed base, recurring services revenue, and disciplined capital return program. He has also maintained exposure to cloud and advertising platforms when valuation and macro conditions align, pointing to names such as Alphabet when deemed attractively valued.
Theme 2: Financials Sensitive to Rate and Credit Cycles
Burry’s allocations to major banks like JPMorgan reflect views on interest-rate trajectories, credit loss trends, and regulatory dynamics. Banks with strong deposit franchises, efficient cost structures, and conservative provisioning often find favor in his portfolio, particularly when yield curves steepen and credit quality holds steady.
Verifying Holdings and Tracking Changes
To confirm Burry’s current positions, rely on official SEC 13F filings rather than informal channels. The SEC archives these reports approximately 45 days after quarter-end, and third-party aggregators then standardize the data for easier comparison. Consistent themes across quarters—such as trimming cyclical overexposure or adding to quality cash-flow machines—often signal considered portfolio evolution rather than reactionary moves.
- Review Form 13F on the SEC’s EDGAR for the exact report date and holdings.
- Compare sequential filings to spot additions, reductions, or new positions.
- Contextualize changes against sector rotation, valuation shifts, and macro conditions.
Key Considerations and Limitations
It is important to distinguish between documented holdings and forward expectations. A 13F captures a point-in-time snapshot that may not reflect subsequent trades or new ideas that have not yet been filed. Moreover, the delayed nature of these reports means they are research inputs rather than trading signals. Risk factors such as concentration, sector-specific volatility, and evolving macro conditions can quickly alter the risk-return profile of any name in a manager’s portfolio.
Where to Find Primary Data
The most reliable source for Michael Burry’s reported equity positions is the SEC’s EDGAR database under his firm’s CIK. Aggregator platforms can help summarize holdings, but investors should verify details against the original filings to ensure accuracy. Below are the identifiers needed to locate Scion Asset Management’s disclosures.
| Attribute | Verified Detail | Source Type |
|---|---|---|
| Manager Name | Scion Asset Management | SEC 13F Filing |
| CIK | 0001583485 | SEC Company Search |
| Report Frequency | Quarterly (13F) | SEC Regulation |
| Typical Lag | ~45 days after quarter-end | SEC Filing Rules |
| Access Method | SEC EDGAR or third-party aggregators | Public Filings |
Putting This Into Perspective
Michael Burry’s long portfolio, when viewed through the lens of quality balance-sheets and cash generation, aligns with his preference for businesses that can navigate cycles without excessive leverage. While the latest 13F offers a reliable depiction of his major stock positions at a past point, prudent interpretation requires cross-referencing with current financials, valuation metrics, and broader market context. For ongoing tracking, set calendar reminders around the 13F filing window and maintain a watchlist of the recurring names that fit his thesis of durable, well-governed enterprises.
tags: Michael Burry, Stock Holdings, 13F, Portfolio Tracking, Value Investing