Since Michael Puri abandoned his 2023 short position against the semiconductor industry, his investments in a group of major Chinese stocks have been the most controversial bet.
Despite the long period of stagnation to the decrease in shares in East Asia, the trader behind the famous “Big Short ” From the great recession, he continued to build his share, eventually Ali Baba, Baba, JD.com (Nasdaq: JD) and Baidu (Nasdaq: Bidu) in some of his biggest positions.
Starting in September 2024, especially since the beginning of 2025, it seems that the long center, which deserves tens of millions of dollars, from the last quarterly files, appears to be afflicted with its fruits, as the year of another (YTD), the Chinese standard 1,000 has risen the index 11.25 %, while CSI 300 is also in Green, HSI Hong Kong recorded a rally 19.64 % is more impressive.
Ali Baba (New York Stock Exchange: Baba)
Despite the broader success in the stock market in China, it can somewhat notice since noise on expected financial stimuli, the largest Burry – Alibaba – as one of the largest winners of the portfolio appeared.
BABA has witnessed that the winds with strong strong in particular, as the technology and e-commerce giant entered the scene with the new and advanced artificial intelligence model (AI) such as another Chinese-Deepseek-Silicon Valley.
The version, which was placed alibaba as a major player in the ongoing boom, has led to one of the most powerful gatherings in recent years and paid it to $ 144.51 – a high has not been seen since 2021.
Moreover, since the position of Michael Burry Baba shares was worth $ 12.7 million on December 31, 2024, the share of 70.43 % YTD means that.The Great Short ” Trader seems to have already made $ 9 million on his share.
Baidu (nasdaq: bidu)
Bido, who was recorded by the second largest Holding of Biri at the end of 2024, benefited $ 10.5 million, from the increase in Chinese artificial intelligence.
Within just several weeks, the company announced that an artificial intelligence assistant will be released for free on April 1 Score With Apple (NASDAQ: AAPL) to help facilitate Apple’s intelligence show in the People’s Republic.
Throughout the year, BEDU shares increased by 10.72 % to the price of the press time of $ 93.35, which means “The Great Short ” The investor achieved $ 1.1 million in less than two months.
While the focus was on JD.com in February because it is part of the promising trio Expand social care coverage For the party workers in China, its shares were also quietly advancing on fixed revenues and profit growth.
In fact, as soon as the largest Chinese shares are in Burry and now in third place at $ 10.4 million on December 31, JD is 22.48 % of YTD at $ 42.46, which means that the legendary investor has already received $ 2.3 million on the bet in 2025.
In all, it guaranteed the progress of the Chinese stock market that Michael Buri has witnessed its investments in the three major companies by approximately 36 % for a cumulative profit of $ 12.4 million since January 2, the first trading day of the year.
Disintegration: The distinctive image in this article is for illustrative purposes only and may not accurately reflect the true similarity of photographers.
