What the legends own
The latest disclosed US stock portfolios of famous investors — who they are, what they hold, what changed this quarter, and (where they’ve said so publicly) why they own it.
The world's most-watched money managers, tracked through the 13F filings they must submit each quarter. Pick an investor to see exactly what they own and what changed.
Michael Burry
Founder of Scion Asset Management, famous for predicting and profiting from the 2008 subprime housing collapse (chronicled in 'The Big Short').
“Hunt for deeply mispriced, out-of-favor situations and be willing to bet against the crowd.”
What actually changed since the last filing: brand-new positions, stakes they added to, and stakes they trimmed. New buys are the strongest statement of conviction.
By sector
The full reported portfolio, largest position first — the weight column shows how much conviction sits behind each name.
| # | Holding | Sector | Weight | Value | Change |
|---|---|---|---|---|---|
| 1 | MOH Molina Healthcare Inc | Healthcare | 35.1% | $24M | New |
| 2 | LULU Lululemon Athletica Inc | Consumer Cyclical | 26.1% | $18M | Added +100% |
| 3 | SLM Slm Corp | Financial Services | 19.5% | $13M | New |
| 4 | BRKRP Bruker Corp | — | 19.3% | $13M | New |