Michael Burry · quarter digest

What Michael Burry did in Q2 2025

Scion Asset Management filed 13 moves in Q2 2025: 7 new, 3 add, 0 trim, 3 exit.

13F filed 2025-08-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.

New positions · 7

Fresh money

UNHUNITEDHEALTH GROUP INC

NEW·20.0% book·−25

REGNREGENERON PHARMACEUTICALS

NEW·19.5% book·+6

LULULULULEMON ATHLETICA INC

NEW·18.5% book·+8

METAMETA PLATFORMS INC

NEW·12.8% book·+3

ASMLASML HOLDING N V

NEW·3.5% book·+11

BRKRBRUKER CORP

NEW·1.8% book·0

MELIMERCADOLIBRE INC

NEW·1.4% book·−1

Adds · 3

ADD +35%·15.2% book·+25

“First major BABA add — 3 Q consecutive.”

ADD +20%·14.1% book·+9

“Building JD.com.”

ELLAUDER ESTEE COS INC

ADD +225%·9.1% book·0

Exits · 3

NVDANVIDIA CORPORATION

EXIT·0.0% book·+8

PDDPDD HOLDINGS INC

EXIT·0.0% book·−16

BAIDUBAIDU INC

EXIT·0.0% book·+2

Current top holdings

#	Ticker	Weight	Conviction
1	BABA Alibaba	21.3%	+25
2	JD JD.com	17.6%	+9
3	BIDU Baidu	14.8%	−1
4	SHEL Shell	9.2%	−1
5	ESTC Elastic NV	8.7%	−10

Other quarters for Michael Burry

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.