Michael Burry Portfolio Holdings by Sector

Scion Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA 1 stocks	$97.5 Million 48.96% of portfolio	1	-	1	-	0 Calls 1 Puts
Internet Retail \| Consumer Cyclical BABA PDD JD 3 stocks	$66.6 Million 33.41% of portfolio	3	-	3	-	0 Calls 3 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$13.2 Million 6.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$12.7 Million 6.38% of portfolio	1	-	1	-	0 Calls 1 Puts
Internet Content & Information \| Communication Services BIDU 1 stocks	$9.2 Million 4.62% of portfolio	1	-	1	-	0 Calls 1 Puts

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