Michael Burry’s Top Portfolio Picks Insights into Michael Burry’s Strategic Stock Investments

Written By Michael Gary Scott

Michael Burry’s investment choices carry weight in the financial world. Known for his foresight in predicting the 2007-2008 housing market crash, Burry’s successful bet against subprime mortgages earned his Scion Capital nearly $1 billion, a story immortalized in “The Big Short” book and movie.

While Burry’s legacy is closely linked to his housing market prediction, his prowess as an investor extends beyond. Notably, his involvement with GameStop in 2019 inadvertently triggered a meme stock frenzy, resulting in significant returns.

Despite closing Scion Capital in 2008, Burry now leads Scion Asset Management, managing over $103 million in assets. Currently, 26% of the portfolio is allocated to Burry’s top three stock picks.

JD.com (JD)

JD.com is a Chinese e-commerce company. Smartphone with JD.com logo on the screen, shopping cart and laptop. JD stock

Source: Sergei Elagin / Shutterstock.com

Diving into Chinese stocks amid geopolitical tensions, Burry seized the opportunity with JD.com (NASDAQ: JD). Accumulating 360,000 shares, JD.com became his largest holding, comprising 9.5% of Scion’s portfolio.

JD.com, on a path of transformation, witnessed a resurgence with strategic pricing and operational adjustments. Its recent earnings report exceeded expectations, reflecting significant growth potential, especially with events like the 618 shopping extravaganza.

Alibaba (BABA)

Alibaba (BABA) logo on the side of a glass-walled building.

Source: testing / Shutterstock.com

Burry also shows confidence in Alibaba (NYSE: BABA), mirroring his optimism in China’s retail giants. Holding 125,000 shares, Alibaba constitutes 8.7% of Scion’s portfolio.

Amid China’s support measures for businesses and consumers, Alibaba’s focused approach on e-commerce offers promising growth prospects, appealing to investors like Burry.

HCA Healthcare (HCA)

a hand holding an iPhone with an HCA logo on the screen

Source: Trismegistsan / Shutterstock.com

Among Burry’s top picks is HCA Healthcare (NYSE: HCA), a renowned U.S. hospital chain. With 25,000 shares valued at $8.3 million, HCA Healthcare holds a significant 8.1% in Scion’s portfolio.

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Burry’s investment in HCA Healthcare has yielded a substantial 26% gain, reflecting the resilience of the healthcare sector. The company’s strong financial performance and essential service offering underline its potential for further growth.

Rich Duprey has been covering investment topics for two decades, featuring in prominent financial publications. His insights provide valuable perspectives for investors navigating the market.

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