Scion Asset Management Michael Burry

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $1.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
PLTR
Palantir Technologies Inc - Class A PUT 912.1M 66.03% 5.0M +5.0M Newly Added
NVDA
NVIDIA Corp PUT 186.6M 13.5% 1000.0K +1000.0K Newly Added
PFE
Pfizer Inc. CALL 152.9M 11.06% 6.0M +6.0M Newly Added
HAL
Halliburton Co. CALL 61.5M 4.45% 2.5M +2.5M Newly Added
MOH
Molina Healthcare Inc 23.9M 1.73% 125.0K +125.0K Newly Added
LULU
Lululemon Athletica inc. 17.8M 1.28% 100.0K -350.0K ↓77.78%
SLM
SLM Corp. 13.3M 0.96% 480.1K +480.1K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
UNH
Unitedhealth Group Inc 115.4M 19.95% 370.0K Sold Out
REGN
Regeneron Pharmaceuticals, Inc. 112.9M 19.51% 215.0K Sold Out
FB
Meta Platforms Inc - Class A CALL 73.8M 12.76% 100.0K Sold Out
EL
Estee Lauder Cos., Inc. - Class A CALL 52.5M 9.08% 650.0K Sold Out
JD
JD.com Inc - ADR CALL 32.6M 5.64% 1000.0K Sold Out
BABA
Alibaba Group Holding Ltd - ADR CALL 28.4M 4.9% 250.0K Sold Out
ASML
ASML Holding NV - New York Shares CALL 20.0M 3.46% 25.0K Sold Out
VFC
VF Corp. CALL 17.6M 3.04% 1.5M Sold Out
BRKR
Bruker Corp 10.3M 1.78% 250.0K Sold Out
MELI
MercadoLibre Inc 7.8M 1.35% 3.0K Sold Out