Michael Burry Stock Tracker ♟ · 2026-11-05 18:46 UTC

Breaking: Michael Burry updated his portfolio He: • Holding puts in Palantir $PLTR • Holding puts in Caterpillar $CAT • Holding puts in QQQ $QQQ • Holding puts in Oracle $ORCL • Sold 25% of Semiconductor ETF $SMH puts • Increased position by 50% MercadoLibre $MELI, "bought under $1,500" Burry says the $SMH puts are "still very large" even after the sale, per his Substack

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