Michael Burry Stock Portfolio: Top 3 Stock Picks in 2026

In this article, we will list the 3 best stocks in the Michael Burry stock portfolio. Please visit Michael Burry Stock Portfolio: Top 8 Stock Picks in 2026 if you would like to see the extended list and the methodology behind it.

Michael Burry of Scion Asset Management

3. Veeva Systems Inc. (NYSE:VEEV)

In April, Michael Burry told his followers on Substack that he had bought a position in Veeva Systems Inc. (NYSE:VEEV) that was slightly larger than a low normal position he had bought in another software company. The admission was part of a larger note on the struggling software companies and the AI craze on Wall Street. Burry is taking a position in these stocks even as AI disruption triggers a selloff in this sector. Investors are backing artificial intelligence winners, there is mega-cap momentum, and the market has been salivating at the prospect of increasing computing power. In this broader context, the legacy software and payments names have been struggling to attract stock market capital.

However, Michael Burry thinks that companies like Veeva Systems Inc. (NYSE:VEEV) have been hit by fear, forced selling and broad skepticism rather than any issue with the actual fundamentals. The disconnect, between the thesis provided by Burry, and the Wall Street bears, is where the money can be made. Veeva provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. Burry wrote that he believed a “reflexive positive feedback loop” was the principal reason why software stocks were trending lower. The drop in share prices, the stress from debt connected to software companies, and the nervous positioning all seemed to have fed into each other.