Michael Burry + These Super Investors Bought Alibaba & JD Stock

The John Johnston Lounge · May 21, 2024 · 10m

I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past quarter. The 13F filings of large fund managers have just been reported, including from famed “Big Short” investor Michael Burry, so we can see the stocks they’ve been buying and selling in the quarter.

Timestamps

00:21 Michael Burry portfolio

01:34 David Tepper portfolio

04:13 Howard Marks portfolio

05:32 Alibaba stock super investors

07:05 Samantha McLemore portfolio

07:38 Alibaba Stock Guru trades

09:15 JD stock super investors

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