https://holdlens.com/investor/michael-burry Every 13F move by Michael Burry (Scion Asset Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/BABA https://holdlens.com/investor/michael-burry#2025-Q4-BABA-add-0 Michael Burry (Scion Asset Management) added BABA in Q4 2025 · 28.4% of portfolio. Doubling down again on the Alibaba contrarian bet. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/JD https://holdlens.com/investor/michael-burry#2025-Q4-JD-add-1 Michael Burry (Scion Asset Management) added JD in Q4 2025 · 19.7% of portfolio. More China tech. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GOLD https://holdlens.com/investor/michael-burry#2025-Q4-GOLD-add-2 Michael Burry (Scion Asset Management) added GOLD in Q4 2025 · 7.2% of portfolio. Adding to the Barrick Gold macro hedge. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/SHEL https://holdlens.com/investor/michael-burry#2025-Q4-SHEL-trim-3 Michael Burry (Scion Asset Management) trimmed SHEL in Q4 2025 · 6.1% of portfolio. Taking Shell profits. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BABA https://holdlens.com/investor/michael-burry#2025-Q3-BABA-add-4 Michael Burry (Scion Asset Management) added BABA in Q3 2025 · 21.3% of portfolio. Doubled the Alibaba bet. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/JD https://holdlens.com/investor/michael-burry#2025-Q3-JD-add-5 Michael Burry (Scion Asset Management) added JD in Q3 2025 · 17.6% of portfolio. Same China thesis, deeper discount. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/BIDU https://holdlens.com/investor/michael-burry#2025-Q3-BIDU-trim-6 Michael Burry (Scion Asset Management) trimmed BIDU in Q3 2025 · 14.8% of portfolio. Reduced Baidu to fund BABA add. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/GOLD https://holdlens.com/investor/michael-burry#2025-Q3-GOLD-new-7 Michael Burry (Scion Asset Management) new position GOLD in Q3 2025 · 5.2% of portfolio. New Barrick Gold position — macro hedge. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/PLTR https://holdlens.com/investor/michael-burry#2025-Q3-PLTR-new-8 Michael Burry (Scion Asset Management) new position PLTR (PALANTIR TECHNOLOGIES INC) in Q3 2025 · 66.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/NVDA https://holdlens.com/investor/michael-burry#2025-Q3-NVDA-new-9 Michael Burry (Scion Asset Management) new position NVDA (NVIDIA CORPORATION) in Q3 2025 · 13.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/PFE https://holdlens.com/investor/michael-burry#2025-Q3-PFE-new-10 Michael Burry (Scion Asset Management) new position PFE (PFIZER INC) in Q3 2025 · 11.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/HAL https://holdlens.com/investor/michael-burry#2025-Q3-HAL-new-11 Michael Burry (Scion Asset Management) new position HAL (HALLIBURTON CO) in Q3 2025 · 4.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/MOH https://holdlens.com/investor/michael-burry#2025-Q3-MOH-new-12 Michael Burry (Scion Asset Management) new position MOH (MOLINA HEALTHCARE INC) in Q3 2025 · 1.7% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/LULU https://holdlens.com/investor/michael-burry#2025-Q3-LULU-trim-13 Michael Burry (Scion Asset Management) trimmed LULU (LULULEMON ATHLETICA INC) in Q3 2025 · 1.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/BRKR https://holdlens.com/investor/michael-burry#2025-Q3-BRKR-trim-14 Michael Burry (Scion Asset Management) trimmed BRKR (BRUKER CORP) in Q3 2025 · 1.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/SLM https://holdlens.com/investor/michael-burry#2025-Q3-SLM-new-15 Michael Burry (Scion Asset Management) new position SLM (SLM CORP) in Q3 2025 · 1.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/UNH https://holdlens.com/investor/michael-burry#2025-Q3-UNH-exit-16 Michael Burry (Scion Asset Management) exited UNH (UNITEDHEALTH GROUP INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/REGN https://holdlens.com/investor/michael-burry#2025-Q3-REGN-exit-17 Michael Burry (Scion Asset Management) exited REGN (REGENERON PHARMACEUTICALS) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/META https://holdlens.com/investor/michael-burry#2025-Q3-META-exit-18 Michael Burry (Scion Asset Management) exited META (META PLATFORMS INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/EL https://holdlens.com/investor/michael-burry#2025-Q3-EL-exit-19 Michael Burry (Scion Asset Management) exited EL (LAUDER ESTEE COS INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/ASML https://holdlens.com/investor/michael-burry#2025-Q3-ASML-exit-20 Michael Burry (Scion Asset Management) exited ASML (ASML HOLDING N V) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/MELI https://holdlens.com/investor/michael-burry#2025-Q3-MELI-exit-21 Michael Burry (Scion Asset Management) exited MELI (MERCADOLIBRE INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/BABA https://holdlens.com/investor/michael-burry#2025-Q2-BABA-add-22 Michael Burry (Scion Asset Management) added BABA in Q2 2025 · 15.2% of portfolio. First major BABA add — 3 Q consecutive. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/JD https://holdlens.com/investor/michael-burry#2025-Q2-JD-add-23 Michael Burry (Scion Asset Management) added JD in Q2 2025 · 14.1% of portfolio. Building JD.com. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/UNH https://holdlens.com/investor/michael-burry#2025-Q2-UNH-new-24 Michael Burry (Scion Asset Management) new position UNH (UNITEDHEALTH GROUP INC) in Q2 2025 · 20.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/REGN https://holdlens.com/investor/michael-burry#2025-Q2-REGN-new-25 Michael Burry (Scion Asset Management) new position REGN (REGENERON PHARMACEUTICALS) in Q2 2025 · 19.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/LULU https://holdlens.com/investor/michael-burry#2025-Q2-LULU-new-26 Michael Burry (Scion Asset Management) new position LULU (LULULEMON ATHLETICA INC) in Q2 2025 · 18.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/META https://holdlens.com/investor/michael-burry#2025-Q2-META-new-27 Michael Burry (Scion Asset Management) new position META (META PLATFORMS INC) in Q2 2025 · 12.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/EL https://holdlens.com/investor/michael-burry#2025-Q2-EL-add-28 Michael Burry (Scion Asset Management) added EL (LAUDER ESTEE COS INC) in Q2 2025 · 9.1% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/ASML https://holdlens.com/investor/michael-burry#2025-Q2-ASML-new-29 Michael Burry (Scion Asset Management) new position ASML (ASML HOLDING N V) in Q2 2025 · 3.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/BRKR https://holdlens.com/investor/michael-burry#2025-Q2-BRKR-new-30 Michael Burry (Scion Asset Management) new position BRKR (BRUKER CORP) in Q2 2025 · 1.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/MELI https://holdlens.com/investor/michael-burry#2025-Q2-MELI-new-31 Michael Burry (Scion Asset Management) new position MELI (MERCADOLIBRE INC) in Q2 2025 · 1.4% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/NVDA https://holdlens.com/investor/michael-burry#2025-Q2-NVDA-exit-32 Michael Burry (Scion Asset Management) exited NVDA (NVIDIA CORPORATION) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit https://holdlens.com/signal/PDD https://holdlens.com/investor/michael-burry#2025-Q2-PDD-exit-33 Michael Burry (Scion Asset Management) exited PDD (PDD HOLDINGS INC) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit https://holdlens.com/signal/BAIDU https://holdlens.com/investor/michael-burry#2025-Q2-BAIDU-exit-34 Michael Burry (Scion Asset Management) exited BAIDU (BAIDU INC) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit https://holdlens.com/signal/BABA https://holdlens.com/investor/michael-burry#2025-Q1-BABA-new-35 Michael Burry (Scion Asset Management) new position BABA in Q1 2025 · 11.2% of portfolio. Burry re-entered BABA here. Thu, 15 May 2025 00:00:00 GMT new https://holdlens.com/signal/NVDA https://holdlens.com/investor/michael-burry#2025-Q1-NVDA-new-36 Michael Burry (Scion Asset Management) new position NVDA (NVIDIA CORPORATION) in Q1 2025 · 49.0% of portfolio. Thu, 15 May 2025 00:00:00 GMT new https://holdlens.com/signal/PDD https://holdlens.com/investor/michael-burry#2025-Q1-PDD-add-37 Michael Burry (Scion Asset Management) added PDD (PDD HOLDINGS INC) in Q1 2025 · 11.9% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/JD https://holdlens.com/investor/michael-burry#2025-Q1-JD-add-38 Michael Burry (Scion Asset Management) added JD (JD.COM INC) in Q1 2025 · 8.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/EL https://holdlens.com/investor/michael-burry#2025-Q1-EL-add-39 Michael Burry (Scion Asset Management) added EL (LAUDER ESTEE COS INC) in Q1 2025 · 6.6% of portfolio. Thu, 15 May 2025 00:00:00 GMT add