Burry's Palantir Short Position Falls Short

Michael Burry's Scion Asset Management disclosed a 5 million-share short bet against Palantir in a 13-F filing covering mid-2025.

Updated on Nov. 4, 2026 in Investing

Bold flat-color economist-style editorial illustration of a heavy counterweight pulling a cable downward over a pulley against an empty cream sky. — Michael Burry's Scion Asset Management disclosed a 5 million-share short position against Palantir in a November 3, 2025 13-F filing, a bet that has since lost ground as the stock fell 15.34% over the year. AI Illustration. Upload story photo >

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Scion Asset Management filed its final 13-F on November 3, 2025, disclosing a 5 million-share short position in Palantir stock held by investor Michael Burry. Palantir shares closed at $207.18 on the filing date and at $175.40 on November 3, 2026, a decline of 15.34% over the year.

Why it matters

The disclosure gave investors visibility into a high-profile bearish bet against a widely held technology stock. Burry later added to the position in 2026 and has publicly criticized accounting practices at large technology companies, including Palantir.

The disclosure is a 13-F regulatory filing covering a three-month window. PLTR's 15.34% decline from $207.18 to $175.40 is measured across the year, but the exact entry and exit prices of the short position are not disclosed.

The players

Michael Burry

Michael Burry is the investor known for predicting the 2008 housing collapse, and he runs Scion Asset Management.

Palantir Technologies

Palantir Technologies is a data analytics company that works with government agencies and large enterprises, and its stock is widely held by retail and institutional investors.

The details

Scion filed its final 13-F on November 3, 2025, revealing the 5 million-share Palantir short position for the July to September 2025 period. Burry has projected Palantir's fair value at roughly $50 per share and estimated a potential 71% decline, with his crash timeline now pushed into 2027.

July 1 to September 30, 2025: Period covered by the 13-F disclosure of the short position.
August 2025: Palantir shares traded above $175 for part of the month.
November 3, 2025: Scion filed its final 13-F as Palantir closed at $207.18.
2026: Burry added to the Palantir short position.
November 3, 2026: Palantir closed at $175.40.

Market Dynamics

Burry's bearish stance on Palantir echoes his well-known 2008 wager against the U.S. housing market, which made him a prominent contrarian voice. The position also sits within ongoing debate over valuations of high-growth technology stocks.

Investors tracking 13-F filings can see large fund positions, but the disclosure lags actual trades by months. Individual investors weighing exposure to Palantir should consider the stock's valuation relative to analyst estimates before adjusting their portfolios.

The takeaway

Quarterly 13-F filings reveal institutional positions only after the reporting period has ended, so they show past bets rather than current ones. Readers should treat disclosed short positions as one data point among many when evaluating a stock.