Michael Burry, famously known as 'The Big Short' and manager of Scion Asset Management, has revealed significant new positions in the technology sector. According to the 13F filing for the quarter ended September 30, 2025 (data reported with up to a 45-day delay), Burry initiated a new position in the software company Palantir Technologies Inc. ($PLTR) valued at approximately $912 million. Concurrently, he also entered NVIDIA Corporation ($NVDA) with a position worth $187 million.

Burry, who gained global recognition for his successful bet against the housing market before the 2008 financial crisis, is known for his contrarian approach and deep analysis of companies. His entry into these two tech giants, alongside the complete sale of his previous holdings in healthcare companies like UnitedHealth Group Inc. and Regeneron Pharmaceuticals (previously totaling around $228 million), may signal a shift in his investment strategy or the identification of unique opportunities within the technology sector.

Individual traders can learn from this move about the importance of in-depth analysis and the ability to identify trends or companies with potential, even when they are not necessarily classic 'value stocks.' It's important to note that 13F filings reflect portfolio holdings at the end of the previous quarter and are published with a delay, thus not necessarily representing the investor's current stance. Nevertheless, they offer valuable insight into the thinking of leading institutional investors.