Michael Burry Doubles Alibaba Stake: 13F Filings

Michael Burry, known for 'The Big Short', has significantly increased his investments in Chinese tech companies like jd.com and Alibaba, making up 20% of his $50 billion portfolio. This move aligns with the China reopening narrative. Burry's strategy contrasts with the US tech market, where he holds only Zoom. The discussion highlights the potential for Chinese tech to outperform US tech.

What is the new investment focus of the manager known for 'The Big Short'?

• European tech companies

• Chinese tech companies

• Indian tech companies

• US tech companies

Since when has the manager been building a position in Chinese equities?

• Since mid last year

• Since late last year

• Since early this year

• Since the beginning of this year

By how much did the manager increase his exposure to JD.com in the first quarter?

• Quadrupled

• Tripled

• Doubled

• Kept the same

What percentage of the manager's portfolio is now exposed to Chinese tech?

• 20%

• 10%

• 25%

• 15%

Which US tech company is the manager still holding?

• Zoom

• Microsoft

• Apple

• Amazon