---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000890199.md"
description: "Michael Burry's updated positionsTop tier:• Lululemon $Lululemon(LULU.US) [Long, 17.4%]• MercadoLibre $Mercadolibre(MELI.US) [Long, 12%]Second tier:• Molina Healthcare $Molina Healthcare(MOH.US) [Long, 9%]• Temple & Webster $TPLWF [Long, 9%]Third tier:• Adobe $Adobe(ADBE.US) [Long]• Zoetis $Zoetis(ZTS.US) [Long]• JD $JD.com(JD.US) [Long]• HCA Healthcare $HCA Healthcare(HCA.US) [Long]• Flutter $Flutter ENT(FLUT.US) [Long]• Fannie Mae $Federal National Mortgage Association(FNMA.US) [Long]• Freddie Mac $Freddie Mac(FMCC.US) [Long]• Sprouts $Sprouts Farmers(SFM.US) [Long]• PayPal $Paypal(PYPL.US) [Long]• Veeva $Veeva Systems -CL(VEEV.US) [Long]• Birkenstock $Birkenstock(BIRK.US) [Long]• Build-A-Bear $Build A Bear(BBW.US) [Long]• Nvidia $NVIDIA(NVDA.US) [Long, Hedge]Shorts, largest to smallest:• iShares Semiconductor ETF $SOXX• Micron $Micron Tech(MU.US)• Nebius $Nebius(NBIS.US)• CoreWeave $Coreweave(CRWV.US)• Oracle $Oracle(ORCL.US)• Palantir $Palantir Tech(PLTR.US)• Nvidia $NVIDIA(NVDA.US)• Caterpillar $Caterpillar(CAT.US)• Invesco QQQ Trust $QQQ [Put, ~6% of portfolio]Full exits:• Tesla $Tesla(TSLA.US) [Short] - Covered for a gain• Applied Materials $Applied Materials(AMAT.US) [Short] - Covered for a gain• SOXX put options - Sold entirely, replaced with the bigger QQQ put positionSummary: Lululemon is now his largest position at after buying more. His short book crossed 21% of the portfolio, not including puts. Per his Substack"
datetime: "2026-09-08T16:46:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000890199.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000890199.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000890199.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# Michael Burry's updated positionsTop tier:• Lulule…


### Related Stocks

- [BBW.US](https://longbridge.com/en/quote/BBW.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [LULU.US](https://longbridge.com/en/quote/LULU.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [MELI.US](https://longbridge.com/en/quote/MELI.US.md)
- [MOH.US](https://longbridge.com/en/quote/MOH.US.md)
- [TPW.AU](https://longbridge.com/en/quote/TPW.AU.md)
- [ADBE.US](https://longbridge.com/en/quote/ADBE.US.md)
- [ZTS.US](https://longbridge.com/en/quote/ZTS.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**