Michael Burry Tracker

Breaking: The Magnificent 7 have lost over ~$3,700,000,000,000 of market capitalization from their all-time highs

• Meta: -25.8%
• Microsoft: -25.1%
• Tesla: -19.0%
• Nvidia: -11.6%
• Amazon: -11.2%
• Alphabet: -9.5%
• Apple: -7.8% 

Update: It's been 218 days since Michael Burry publicly went bearish on Palantir $PLTR

It's down ~39% since 

Update: It's been 23 days since Michael Burry publicly went bearish on Nvidia $NVDA

It's down -17% since 

Update: Google $GOOGL is now up 39% since Buffett's Berkshire disclosed a $4B stake 

Update: SanDisk crosses the $2,000 mark for the first time ever

$SNDK is now up 690% since Leopold Aschenbrenner disclosed a $12.9M stake

He first disclosed the position in November 2025 at ~$254/share 

Breaking: Michael Burry said "it feels like the last months of the 1999-2000 bubble"

The last time the Knicks were in the NBA Finals, the Nasdaq peaked 9 months later and fell 78%

History is rhyming hard right now:

1999:
• Knicks are in the NBA Finals
• Nasdaq up 84% that year
• Tech was 33% of the S&P 500
• CAPE ratio hit 40x
• Margin debt at record highs
• Hedge funds had 31% of portfolios in tech

2026:
• Knicks are in the NBA Finals
• Nasdaq up 31% in 12 months
• Tech is 32% of the S&P 500
• CAPE ratio at 40x
• Margin debt at record highs
• Hedge funds have 33% of portfolios in Big Tech

Breaking: Michael Burry has purchased more $PYPL and $ADBE, per his Substack 

Update: It's been 137 days since Warren Buffet revealed Berkshire's purchase into Google $GOOGL

It's up 4% since 

Never in history has the S&P 500 been carried by fewer stocks

Right now, only 42 of 500 are responsible for pushing the market higher

Historically, that number sits around 100

And those 42 are being led by just 5:
• Alphabet $GOOGL
• Nvidia $NVDA
• Amazon $AMZN
• Broadcom $AVGO
• Apple $AAPL

Every other time the market got this top-heavy, a pullback followed

The last time it looked like this: the Dot-Com Bubble in 2000

While everyone sold, Michael Burry bought $UNH .. now up ≈ 36% since his 13F dropped in August.

It was his largest bet, nearly 19% of Scion’s portfolio 

Breaking: FTX founder Sam Bankman-Fried formally applies for a pardon from President Trump

If Sam Bankman-Fried did nothing illegal, he might have been the best VC in history

What SBF bought vs. what it's worth today:

• Cursor: ~$200K → ~$3B (+1,499,900%)
• Anthropic: ~$499M → $82.3B (+16,400%)
• SpaceX: ~$200M → ~$15B (+7,400%)
• Solana: ~$189M → $5.1B (+2,600%)
• Robinhood: $612.5M → $4.9B (+700%)
• Genesis Digital: $1.17B → $3.5B (+200%)

Had he done nothing wrong, he'd have an estimated worth of $114,000,000,000 today

After 4 months of hiatus, Michael Burry discloses new stock positions

• GameStop: $GME
• Alibaba: $BABA
• JD: $JD
• Fiserv: $FISV

What does he see in Fiserv...? 