Michael Burry's position disclosure, heavy holdings in consumer healthcare stocks, short positions in AI assets

Michael Burry's holdings include Lululemon、MercadoLibre、Molina Healthcare、Temple & Webster、Zoetis、Adobe、PayPal And JD.com, with Lululemon and MercadoLibre accounting for 17.4% and 12% respectively. Short selling portfolio accounts for over 21%, covering Oracle Palantir、Nebius、 NVIDIA SOXX、 Micron and CoreWeave hold AI and semiconductor assets, as well as Nvidia call options, Palantir, and QQQ put options. Michael Burry has cleared positions in Flutter, Tesla short, Applied Materials short, and some put options on Nvidia and Palantir.