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Michael Burry is crushing S&P 500 in 2025
BABABABA(BABA) Finbold·2025-03-19 16:10

Core Insights - Michael Burry has significantly invested in three Chinese technology companies, allocating 43% of his portfolio to this strategy, which may yield substantial returns compared to U.S. stocks [1][2] Group 1: Performance of Investments - Alibaba (NYSE: BABA) experienced a remarkable 68.78% surge in 2025, with Burry's position growing from 12.7millionto12.7 million to 21.4 million, resulting in a profit of nearly 9million[4]JD.com(NASDAQ:JD)rose29.129 million [4] - JD.com (NASDAQ: JD) rose 29.12%, increasing Burry's investment from 10.4 million to 13.4million,yieldingaprofitof13.4 million, yielding a profit of 3 million [5] - Baidu (NASDAQ: BIDU) saw a 16.37% increase, with Burry's shares rising from 10.5millionto10.5 million to 12.2 million, resulting in a profit of 1.7million[6]Group2:ComparisonwithU.S.InvestmentsBurrysthreemajorholdingsincreasedinvaluefrom1.7 million [6] Group 2: Comparison with U.S. Investments - Burry's three major holdings increased in value from 33.6 million to 47 million, while an equivalent investment in the S&P 500 would have only grown to 32.4 million [7] - If Burry had invested in Tesla (NASDAQ: TSLA), the value would have decreased to 20.9million,andaninvestmentinNvidia(NASDAQ:NVDA)wouldhaveresultedinaloss,droppingto20.9 million, and an investment in Nvidia (NASDAQ: NVDA) would have resulted in a loss, dropping to 28.5 million [8]