Michael Burry Stock Portfolio: Top 3 Stock Picks in 2026

2. Adobe Inc. (NASDAQ:ADBE)

In a post on Substack in April, Michael Burry confirmed to his followers that he had maintained a position in Adobe Inc. (NASDAQ:ADBE) stock as part of a larger bet on struggling software names in the AI age. Burry, in his post, took a position which highlighted that if software stocks were going down because sales were going down, customers were leaving, and competition was cutting into profits, then investors should stay away. But if prices were going down because of technical pressure and fear-based selling, that was different. The Burry thesis on software underlined that investors who were willing to get in early on these names were buying strong companies at prices that were more affected by fear than by fundamentals.

Adobe Inc. (NASDAQ:ADBE) operates as a technology company worldwide. It offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content. The firm serves photographers, video editors, graphic and experience designers, game developers, content creators, students, marketers, business owners, knowledge workers, and consumers. Burry has stripped the registration of his hedge fund with the securities commission in the United States and now shares his investment advice with followers mostly on social media through a series of articles on the Substack platform.