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·−4

REGNREGENERON PHARMACEUTICALS

NEW·19.5% book·+5

LULULULULEMON ATHLETICA INC

NEW·18.5% book·+4

METAMETA PLATFORMS INC

NEW·12.8% book·−4

ASMLASML HOLDING N V

NEW·3.5% book·−1

BRKRBRUKER CORP

NEW·1.8% book·−1

MELIMERCADOLIBRE INC

NEW·1.4% book·+5

Adds · 3

ADD +35%·15.2% book·+33

“First major BABA add — 3 Q consecutive.”

ADD +20%·14.1% book·+13

“Building JD.com.”

ELLAUDER ESTEE COS INC

ADD +225%·9.1% book·−2

Exits · 3

NVDANVIDIA CORPORATION

EXIT·0.0% book·+16

PDDPDD HOLDINGS INC

EXIT·0.0% book·−12

BAIDUBAIDU INC

EXIT·0.0% book·−6

Current top holdings

#	Ticker	Weight	Conviction
1	BABA Alibaba	21.3%	+33
2	JD JD.com	17.6%	+13
3	BIDU Baidu	14.8%	−1
4	SHEL Shell	9.2%	−2
5	ESTC Elastic NV	8.7%	−7

Other quarters for Michael Burry

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