Michael Burry Stock Portfolio: Top 8 Stock Picks in 2026

7. JD.com, Inc. (NASDAQ:JD)

Last month, Burry told his subscribers on Substack that he viewed the recent weakness in JD.com, Inc. (NASDAQ:JD) stock as an attractive entry point. JD has slipped nearly 5% in the past year. “I bought shares in JD.com and Alibaba today. JD is a significant add, and Alibaba is a new position, a little over 6%. JD is a bit more than that,” Burry wrote in the post, adding that the recent weakness in the shares provided “an attractive entry point.” In March, the company had posted a profit miss and inline revenue for the fourth quarter, hurt by a decline in the core ecommerce segment and higher operating expenses. However, in the most recent quarter, the firm beat market expectations on earnings.

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Burry, who led Scion Asset Management before terminating the registration of the hedge fund with the SEC, previously held a stake in JD.com, Inc. (NASDAQ:JD) as well. This position was disclosed in the second quarter of 2025 and comprised around a million shares. However, in filings for the third quarter of 2025, this position had been sold off completely. In earnings for the first quarter of the fiscal year, JD posted an EPADS of $0.74, beating market estimates by $0.20. The revenue over the period was more than $45 billion, up more than 10% compared to the revenue over the same period last year but largely in line with analyst expectations.