Michael Burry Portfolio Holdings by Sector

Scion Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical BABA JD JD BABA 4 stocks	$79.1 Million 61.0% of portfolio	4	-	2	-	0 Calls 2 Puts
Internet Content & Information \| Communication Services BIDU BIDU 2 stocks	$21.9 Million 16.9% of portfolio	2	-	1	-	0 Calls 1 Puts
Software—Infrastructure \| Technology FOUR 1 stocks	$13.3 Million 10.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare MOH 1 stocks	$10.3 Million 7.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical OLPX 1 stocks	$2.35 Million 1.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$1.57 Million 1.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services UIHC 1 stocks	$1.13 Million 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts

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