MB
Michael Burry (Scion Asset Management) disclosed new in NVIDIA CORPORATION
Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.
Action
New
Capital
$97,542,000 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
15 changes from Michael Burry (Scion Asset Management), filed 2025-05-15 for period end 2025-03-31.
$199.2M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
67066G104 NVIDIA CORPORATION | New | $97.5M | $97.5M | 48.96% |
722304102 PDD HOLDINGS INC | Increased | $16.4M | $23.7M | 8.23% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $13.7M | $26.4M | 6.89% |
89677Q107 TRIP COM GROUP LTD | New | $12.7M | $12.7M | 6.38% |
60855R100 MOLINA HEALTHCARE INC | Sold out | -$7.3M | $0 | 3.65% |
47215P106 JD.COM INC | Increased | $6.0M | $16.4M | 3.04% |
518439104 LAUDER ESTEE COS INC | Increased | $5.7M | $13.2M | 2.86% |
40412C101 HCA HEALTHCARE INC | Sold out | -$4.5M | $0 | 2.26% |
116794108 BRUKER CORP | Sold out | -$4.4M | $0 | 2.21% |
918204108 V F CORP | Sold out | -$4.3M | $0 | 2.15% |
55939A107 MAGNERA CORP | Sold out | -$3.6M | $0 | 1.82% |
687793109 OSCAR HEALTH INC | Sold out | -$2.7M | $0 | 1.35% |
910710102 AMERICAN COASTAL INS CORP | Sold out | -$2.0M | $0 | 0.99% |
56752108 BAIDU INC | Reduced | -$1.3M | $9.2M | 0.67% |
135086106 CANADA GOOSE HLDGS INC | Sold out | -$249,125 | $0 | 0.13% |