Michael Burry adds to bearish semiconductor bets, raises several long positions

Michael Burry adds to bearish semiconductor bets, raises several long positions

N
News Editor
2026-07-31 09:33:33
Michael Burry disclosed a fresh round of portfolio changes through his personal Substack account on July 31, showing that he kept building out bearish positions tied to the semiconductor space while also adding to several long holdings. On the short side, Burry increased his bet against Micron Technology (MU), with an average entry price of about $880. He also expanded his short exposure to Nvidia (NVDA) and added to a short position in the semiconductor ETF SOXX, at an average price of roughly $506. The disclosure pointed to a continued cautious stance on the semiconductor sector as a whole. On the long side, Burry added to Lululemon (LULU) at around $118, DraftKings (DKNG) at about $23.40, and Zoetis (ZTS) at roughly $76. He also further increased his position in Flutter (FLUT). At the same time, his existing holdings in Tesla (TSLA) and Palantir (PLTR) were left unchanged.

Michael Burry disclosed his latest portfolio adjustments through his personal Substack account on July 31.

On the short side, Burry added to his bearish position in Micron Technology (MU), with an average entry price of about $880. He also increased his short exposure to Nvidia (NVDA) and added to a short position in the semiconductor ETF SOXX, at an average price of about $506. The update showed that he remains cautious on the semiconductor sector overall.

On the long side, Burry increased his position in Lululemon (LULU) at an average price of about $118, added to DraftKings (DKNG) at roughly $23.40, and increased Zoetis (ZTS) at around $76. He also further raised his holding in Flutter (FLUT).

His existing positions in Tesla (TSLA) and Palantir (PLTR) were unchanged.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.
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