Michael Burry · quarter digest
What Michael Burry did in Q2 2025
Scion Asset Management filed 15 moves in Q2 2025: 8 new, 3 add, 0 trim, 4 exit.
13F filed 2025-08-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.
New positions · 8
Fresh money
UNHUNITEDHEALTH GROUP INC
NEW·20.0% book·−24
REGNREGENERON PHARMACEUTICALS
NEW·19.5% book·+6
LULULULULEMON ATHLETICA INC
NEW·18.5% book·+7
METAMETA PLATFORMS INC
NEW·12.8% book·−2
ASMLASML HOLDING N V
NEW·3.5% book·+9
VFCV F CORP
NEW·3.0% book·−1
BRKRBRUKER CORP
NEW·1.8% book·0
MELIMERCADOLIBRE INC
NEW·1.4% book·−4
Adds · 3
Adding to conviction
Exits · 4
Closed positions
Current top holdings
Michael Burry’s book, latest snapshot
Other quarters for Michael Burry
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
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