Despite his legendary fame Short bet Against the housing market In 2008, Michael Burry He recently found himself in the headlines for taking a bunch of Long stock positions.
Specifically, the “big short” investor revealed that he is betting that the software sector has bottomed out after suffering a series of big declines earlier in 2026 with the rise of artificial intelligence (Amnesty International) Agents turn investors fear about the future of the industry.
Monday, April 13th. Reveal the famous trader He took two almost equal positions Adobe (Nasdaq: ADBE) and AutoDesk (NASDAQ: ADSC), and a slightly larger one at Veeva (NYSE: VEEV).
By Friday, April 17, Puri also revealed investments in PayPal (Nasdaq: PYPL), Sales force (New York Stock Exchange: Customer relationship management), and MSCI (NYSE: MSCI).
How are Michael Burry’s last three investments going in 2026?
To start with, PayPal shares It suffered a sharp decline in early February, collapsing nearly 20% within one session, and is, overall, down 14.35% year-to-date (YTD) at its April 17 press time price of $50.
Notably, PYPL stock began rising several days before Michael Burry revealed his investment and has risen 10% since the rally began on April 10.
The situation is similar for MSCI shares, although the overall decline since the beginning of the year was much lower at 0.83%. Additionally, the stock has traded with more volatility since experiencing a big decline in February. For example, after rising 6.41% between March 30 and April 8, it quickly collapsed again and only regained upward movement in earnest on April 14.
Finally, Salesforce has managed to avoid most of the rapid and dramatic collapses since the start of 2026, although shares are, by press time on April 17, 30.39% in the red since the beginning of the year.
Additionally, just like Michael Burry’s other two recent investments, it regained momentum around April 10, with Friday’s pre-market price of $184.42, up roughly 10% over the time frame.
Michael Burry’s initial bet on software stocks rises by up to 10% in a week
Elsewhere, when examining the previous three software stocks bought by the “big short” investor, the bet on software stocks rising appears to be paying off.
In fact, ADBE is up 7.33% to $248.16 since Monday, April 13, and ADSK is up 10.29% to $244.14 over the same time frame.
The largest trade disclosed at the start of the week, Veeva stock, rose 9.04% to $167.95.
Featured image via Shutterstock
