What Michael Burry Bought in Q2 2025

Scion Asset Management · Quarterly 13F recap as filed with the SEC.

Period: 2025-06-30 · Filed · Historical

$578.3M

Total Value

15

Holdings

14

New Buys

1

Reduced

In Q2 2025, Michael Burry reported 15 long equity positions worth $578.3M in their Scion Asset Management 13F filing, including 14 new positions (largest: UNITEDHEALTH GROUP INC at $109.2M).

RankTickerCompanySharesValue% PortfolioChange
1UNHUNITEDHEALTH GROUP INC350000$109.2M18.88%NEW
2REGNREGENERON PHARMACEUTICALS200000$105.0M18.16%NEW
3LULULULULEMON ATHLETICA INC400000$95.0M16.43%NEW
4METAMETA PLATFORMS INC100000$73.8M12.76%NEW
5ELLAUDER ESTEE COS INC500000$40.4M6.99%NEW
6JDJD.COM INC1000000$32.6M5.64%NEW
7BABAALIBABA GROUP HLDG LTD250000$28.4M4.90%NEW
8ASMLASML HOLDING N V25000$20.0M3.46%NEW
9VFCV F CORP1500000$17.6M3.05%NEW
10ELLAUDER ESTEE COS INC150000$12.1M2.10%-25.0%
11LULULULULEMON ATHLETICA INC50000$11.9M2.05%NEW
12BRKRBruker Corp250000$10.3M1.78%NEW
13REGNREGENERON PHARMACEUTICALS15000$7.9M1.36%NEW
14MELIMERCADOLIBRE INC3000$7.8M1.36%NEW
15UNHUNITEDHEALTH GROUP INC20000$6.2M1.08%NEW