Michael Burry increases shorts on Nvidia, Palantir, Oracle, Caterpillar and SOXX, adds Molina Healthcare

Michael Burry disclosed portfolio changes that increased his short positions in Nvidia (NVDA), Palantir (PLTR), Oracle (ORCL), Caterpillar (CAT) and the semiconductor ETF SOXX, while also adding to a long position in Molina Healthcare (MOH). Michael Burry Stock Tracker said the corresponding prices were about $175 for PLTR, $145 for ORCL, $844 for CAT and $533 for SOXX, and about $198 for MOH. His short position in Tesla (TSLA) was unchanged. The adjustments show a broader bearish tilt toward several large-cap technology and industrial names alongside a selective increase in healthcare exposure.

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