Scion Asset Management bearish/short report: PLTR — Michael Burry Just Shorted Palantir Again -- He Thinks It's Headed Below $1Michael Burry 看空/做空：PLTR
English
On August 12, 2026, The Motley Fool published a public report stating that Michael Burry, founder of Scion Asset Management, has again established a short position in Palantir Technologies (NYSE: PLTR), and publicly noted that he believes the stock will fall below $1. This signal draws heightened market attention due to Burry’s track record of high-profile bearish investment calls.
For cross-reference, Palantir recently disclosed multiple executive stock transactions: on August 10, 2026, executive Sankar Shyam sold a total of approximately 35,000 shares across multiple tranches, with total proceeds of roughly $5.45 million. Additionally, the company posted stronger-than-expected Q2 2026 results on August 3, with EPS of $0.41 (vs. consensus $0.3446) and revenue of $1.935 billion (vs. consensus $1.812 billion), though the stock still closed down 1.79% at $171.81 that day. As of December 31, 2025, institutional investors held 55.8% of Palantir’s float, per 13F filings, though this quarterly data only reflects long positions and excludes intraperiod short trades like the one reported on August 12.
It is important to note that this short position claim is only based on the public Motley Fool report, and no official SEC filings such as Form 4 or Schedule 13D/G from Scion Asset Management have been submitted to confirm the position. As such, the exact size, entry price, or actual existence of the reported short position cannot be verified at this time.
Follow-up markers
1. Official SEC filings from Scion Asset Management to confirm the details and existence of the reported short position;
2. Monthly short interest data for PLTR;
3. Subsequent corporate earnings reports or executive transaction filings for Palantir.
简体中文
2026年8月12日，The Motley Fool发布公开报道称，Scion Asset Management创始人Michael Burry再次对Palantir Technologies（NYSE: PLTR）建立空头仓位，并公开表示其认为该公司股价将跌至1美元以下。这一信号因Burry的知名空头投资记录，受到市场参与者密切关注。
作为交叉验证，Palantir近期披露多项高管交易：2026年8月10日，高管Sankar Shyam分多笔合计减持约3.5万股，总套现金额约545万美元。此外，公司8月3日发布的2026年第二季度财报超出市场预期，每股收益0.41美元（预期0.3446美元），营收19.35亿美元（预期18.12亿美元），但当日股价仍下跌1.79%，报171.81美元。截至2025年12月31日的13F备案数据显示，机构投资者持有PLTR流通股的55.8%，但该季度末数据仅反映多头仓位，不涵盖8月12日披露的当期空头操作。
需注意，本次空头仓位仅基于The Motley Fool的公开报道，尚未有Scion Asset Management提交的SEC Form 4、13D/G等官方备案文件确认，因此无法确认该空头仓位的具体规模、建仓成本或实际持仓状态。
后续关注
1. Scion Asset Management提交的SEC官方备案文件，以确认本次空头仓位的真实性与细节；
2. PLTR的月度空头利息数据更新；
3. 公司后续财报或高管交易动态。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。