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Michael Burry vs David Tepper

Portfolio overlap & divergence from the latest 13F filings.

Michael Burry

Scion Asset Management

contrarian

David Tepper

Appaloosa

event-driven

Shared holdings

1

Portfolio overlap

3%

Positions (A · B)

7 · 31

Stocks they both own

StockMichael %David %
$NVDA

NVIDIA CORPORATION

13.6%4.3%

Only Michael Burry owns

$PLTR66.7%$PFE11.2%$HAL4.5%$MOH1.7%$LULU1.3%$SLM1%

Only David Tepper owns

$AMZN15.2%$MU9.5%$GOOG8.4%$UBER7.7%$TSM7.6%$BABA7.3%$VST5.1%$EWY5%$NRG4.3%$META4.2%

Frequently asked

What stocks do Michael Burry and David Tepper both own?

They share 1 holdings, the largest overlaps being $NVDA.

How similar are their portfolios?

Their disclosed long books overlap roughly 3% by position set. Michael Burry runs 7 positions; David Tepper runs 31.

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Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.