“Sell Down Intensely,” Warns Michael Burry as He Adds to Micron, Nebius, and Palantir Shorts
The Big Short investor, Michael Burry, is adding to his bearish bets on AI and semiconductor stocks. In a September 22 post, Burry said h...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | BAMCO Inc. Ron Baron | 14,739,609 | $634,245,375 | +58% | 0.95% |
| 2. | Anomaly Capital Management Ben Jacobs | 936,368 | $40,291,915 | -34% | 1.54% |
| 3. | 305,000 | $13,124,150 | +1339% | 0% | |
| 4. | Woodline Partners Michael Rockefeller And Karl Kroeker | 252,919 | $10,883,105 | -26% | 0.03% |
| 5. | 224,700 | $9,668,841 | 0.25% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.18 | 28,146,226 | $1,102,769,134.68 | 71,270,287 | 2026-08-17 | Filing | |
| $43.50 | 30,000 | $1,305,000.00 | 31,153 | 2026-06-08 | Filing | |
| $42.07 | 60,000 | $2,524,200.00 | 61,153 | 2026-06-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 883 | $28,618 | 0% | |
| 2. | 430 | $13,936 | 0% | |
| 3. | 302 | $9,788 | 0% | |
| 4. | 108 | $3,501 | 0% | |
| 5. | 45 | $1,458 | 0% |