# Michael Burry is adding to beaten-down software names.

*fintech · news · 2026-04-24 · CNBC*

## Key points

- Michael Burry initiated a new position in Microsoft despite sector-wide software selloffs.
- Burry increased his stakes in MSCI, PayPal, and Adobe, citing oversold opportunities.
- He is expanding put option holdings, now comprising about 5% of his portfolio.
- Burry attributes recent software stock declines partly to AI threat concerns from IBM and ServiceNow earnings.
- Despite a bearish market outlook, Burry did not sell any of his software stocks.

**Companies:** Microsoft, MSCI, PayPal, Adobe
**Countries:** United States

[Read the full story on CNBC](https://www.cnbc.com/2026/04/24/michael-burry-adds-a-new-microsoft-bet-doubles-down-on-software.html)

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