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 $12.7 million to $21.4 million, resulting in a profit of nearly $9 million [4] - JD.com (NASDAQ: JD) rose 29.12%, increasing Burry's investment from $10.4 million to $13.4 million, yielding a profit of $3 million [5] - Baidu (NASDAQ: BIDU) saw a 16.37% increase, with Burry's shares rising from $10.5 million to $12.2 million, resulting in a profit of $1.7 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 $20.9 million, and an investment in Nvidia (NASDAQ: NVDA) would have resulted in a loss, dropping to $28.5 million [8]
Michael Burry is crushing S&P 500 in 2025