Michael Burry takes full position in Sprouts while increasing semiconductor shorts

Investor Michael Burry has adjusted his portfolio with significant moves in both long and short positions. He has established a “full position” in Sprouts Farmers Market (SFM) after increasing his stake in the grocery retailer. Despite the stock experiencing a recent decline from its 2025 highs, Burry’s move follows a value-investing approach toward the high-end organic grocer.

Simultaneously, Burry has increased short positions against several technology entities, including Micron Technology, Nebius Group, Palantir Technologies, and the iShares Semiconductor ETF (SOXX). His bearish stance on the semiconductor sector is driven by concerns regarding a potential shift from the current memory chip shortage to an oversupply. Burry suggests that high demand from AI infrastructure spending is incentivizing manufacturers to expand capacity, which could lead to a downward cycle in memory prices over the next two years.