迈克尔.伯里13F
迈克尔.伯里13F
数据来源:SEC 13F 迈克尔·伯里(Michael Burry)是赛恩资本的创始人,因在2008年金融危机前准确预见次贷危机而声名鹊起。“迈克尔.伯里交易分享大师号”依据塞恩资本的13F报告,提供具有前瞻性的股票选择,帮助投资者掌握其独到的投资策略。
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Michael Burry 13F 2025Q2 position change: Opened position in UnitedHealth by 20,000 shares and now represents 11.09% of the total position.
Michael Burry 13F 2025Q2 position change: Opened position in MercadoLibre by 3,000 shares and now represents 13.94% of the total position.
Michael Burry 13F 2025Q2 position change: Opened position in Regeneron Pharmaceuticals by 15,000 shares and now represents 14% of the total position.
Michael Burry 13F 2025Q2 position change: Opened position in Lululemon Athletica by 50,000 shares and now represents 21.12% of the total position.
Michael Burry 13F 2025Q2 position change: Opened position in Bruker by 250,000 shares and now represents 18.31% of the total position.
Michael Burry 13F 2025Q2 position change: Decreased position in Estee Lauder by 50,000 shares, the number of shares held decreased 25% compared to the previous period and now represents 21.55% of the total position.
Michael Burry 13F 2024Q4 position change: Decreased position in Alibaba by 50,000 shares, the number of shares held decreased 25% compared to the previous period and now represents 16.42% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in VF Corp by 200,000 shares and now represents 5.54% of the total position.
Michael Burry 13F 2024Q4 position change: Decreased position in Molina Healthcare by 5,000 shares, the number of shares held decreased 16.67% compared to the previous period and now represents 9.4% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in None by 15,000 shares and now represents 5.81% of the total position.
Michael Burry 13F 2024Q4 position change: Cleared position in Shift4 Payments, Inc. by 150,000 shares, the number of shares held decreased 100% compared to the previous period and now represents 0% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in Bruker by 75,000 shares and now represents 5.68% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in PDD Holdings Inc by 75,000 shares and now represents 9.39% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in Oscar Health, Inc. by 200,000 shares and now represents 3.47% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in Estee Lauder by 100,000 shares and now represents 9.68% of the total position.
Michael Burry 13F 2024Q4 position change: Decreased position in JD.com by 200,000 shares, the number of shares held decreased 40% compared to the previous period and now represents 13.43% of the total position.
Michael Burry 13F 2024Q4 position change: Opened position in Canada Goose by 24,838 shares and now represents 0.32% of the total position.
Michael Burry 13F 2024Q3 position change: Increased position in Molina Healthcare by 5,470 shares, the number of shares held increased 22.3% compared to the previous period and now represents 12.45% of the total position.
Michael Burry 13F 2024Q3 position change: Increased position in JD.com by 250,000 shares, the number of shares held increased 100% compared to the previous period and now represents 24.08% of the total position.
Michael Burry 13F 2024Q3 position change: Increased position in Shift4 Payments, Inc. by 50,000 shares, the number of shares held increased 50% compared to the previous period and now represents 16% of the total position.

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