Why Has Burry Cut His China Bets?
Did Michael Burry miss out on some of the gains made by Chinese tech stocks during the DeepSeek-led rally?
Key Takeaways
Burry slashed his shares of JD.com and Alibaba in Q4, but Chinese stocks still make up over half of Scion’s portfolio;
He exited his position in online fashion marketplace The RealReal — whether to cash in earnings or because of disappointing guidance is unclear;
Scion saw a number of new positions added in Q4 2024, most notably 100,000 share…
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