Michael Burry, the renowned investor from 'The Big Short' and manager of Scion Asset Management, revealed surprising new long positions in his 13F filing for the quarter ended September 30, 2025. Burry initiated new positions in Palantir Technologies Inc. ($PLTR) valued at $912 million and NVIDIA Corporation ($NVDA) valued at $187 million. These moves are particularly interesting, as previous reports indicated Burry was increasing his bets against chips and AI, including short positions in Nvidia and Micron. Concurrently, Burry sold his entire holdings in UnitedHealth Group Inc. ($UNH) and Regeneron Pharmaceuticals ($REGN).

Burry's entry into Nvidia and Palantir, two leading technology companies in AI and data analytics, suggests a potential shift or nuance in his investment strategy. While he is known for his bearish stance and ability to identify bubbles, opening significant long positions in these companies could indicate his recognition of long-term value potential, or perhaps a complex hedging strategy.

For individual traders, Burry's moves highlight the importance of considering the complete picture rather than just isolated headlines. 13F filings, which are published with a delay of up to 45 days (in this case, the report is for a quarter that ended almost a year ago), provide a historical snapshot of fund holdings. Nevertheless, they can reveal significant shifts in the strategy of major investors, and even indicate that investors known for being bearish are willing to bet on growth under certain conditions. It is crucial to remember that 13F data does not reflect real-time transactions, and further changes in holdings may have occurred since the reporting date.