TNTradingNote AI
Back to daily briefing

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
StockActionChangeCurrentPortfolio Impact
67066G104
NVIDIA CORPORATION
New$97.5M$97.5M48.96%
722304102
PDD HOLDINGS INC
Increased$16.4M$23.7M8.23%
01609W102
ALIBABA GROUP HLDG LTD
Increased$13.7M$26.4M6.89%
89677Q107
TRIP COM GROUP LTD
New$12.7M$12.7M6.38%
60855R100
MOLINA HEALTHCARE INC
Sold out-$7.3M$03.65%
47215P106
JD.COM INC
Increased$6.0M$16.4M3.04%
518439104
LAUDER ESTEE COS INC
Increased$5.7M$13.2M2.86%
40412C101
HCA HEALTHCARE INC
Sold out-$4.5M$02.26%
116794108
BRUKER CORP
Sold out-$4.4M$02.21%
918204108
V F CORP
Sold out-$4.3M$02.15%
55939A107
MAGNERA CORP
Sold out-$3.6M$01.82%
687793109
OSCAR HEALTH INC
Sold out-$2.7M$01.35%
910710102
AMERICAN COASTAL INS CORP
Sold out-$2.0M$00.99%
56752108
BAIDU INC
Reduced-$1.3M$9.2M0.67%
135086106
CANADA GOOSE HLDGS INC
Sold out-$249,125$00.13%

Evidence

Related Cards

MB

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.

DT

David Tepper

David Tepper (Appaloosa) filed a 13F change in SPDR SER TR (78468R796) on 2025-05-15, covering period end 2025-03-31.

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in APPLE INC (37833100) on 2025-05-15, covering period end 2025-03-31.

Michael Burry (Scion Asset Management) disclosed sold out in BRUKER CORP | TradingNote AI