金色财经
金色财经|Jun 26, 2026 07:26
Burry, a big bear, calls Microsoft's $350 a great buying point, and does not rule out increasing holdings in Meituan and Tencent in the future According to a report by Golden Finance, on June 26th, Michael Burry, the prototype of the male lead in the movie "Put and Go", a well-known investor and legendary hedge fund manager, revealed his latest holdings. He bought a long-term call option that expires in December 2028 and half of Palantir's short position was liquidated; Simultaneously selling Alibaba's US stocks, increasing holdings in JD's US stocks, Adobe, and Fisvev. He also said that Microsoft's drop to $350 is a good time to buy. Bree explained that the sale of Alibaba ADR was mainly based on tax loss considerations and the funds were redirected to JD.com. It is not ruled out that there may be an increase in holdings of Meituan and Tencent, as these stocks tend to have consistent short-term trends and may eventually buy back into Alibaba.
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