What Michael Burry Bought in Q3 2025
Scion Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed
$1.38B
Total Value
8
Holdings
7
New Buys
1
Reduced
In Q3 2025, Michael Burry reported 8 long equity positions worth $1.38B in their Scion Asset Management 13F filing, including 7 new positions (largest: PALANTIR TECHNOLOGIES INC at $912.1M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 5000000 | $912.1M | 66.04% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 1000000 | $186.6M | 13.51% | NEW |
| 3 | PFE | PFIZER INC | 6000000 | $152.9M | 11.07% | NEW |
| 4 | HAL | HALLIBURTON CO | 2500000 | $61.5M | 4.45% | NEW |
| 5 | MOH | MOLINA HEALTHCARE INC | 125000 | $23.9M | 1.73% | NEW |
| 6 | LULU | LULULEMON ATHLETICA INC | 100000 | $17.8M | 1.29% | 100.0% |
| 7 | SLM | SLM CORP | 480054 | $13.3M | 0.96% | NEW |
| 8 | BRKRP | BRUKER CORP | 48334 | $13.1M | 0.95% | NEW |