What stocks does Michael Burry own?

As of Q3 2025, Scion Asset Management reported 8 positions with a combined 13F value of $1.4B. Its largest stock positions are MOH ($23.9M), LULU ($17.8M) and SLM ($13.3M).

How often does Scion Asset Management update its portfolio?

Scion Asset Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2025 and was filed Nov 3, 2025.

What does Scion Asset Management's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Scion Asset Management's portfolio data come from?

From the 13F filings Scion Asset Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

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Michael Burry portfolio tracker

What changed

8 preview moves

StockActivityAmount / changeFiledSource

MOH

MOLINA HEALTHCARE, INC.

Added$23.9M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

SLM

SLM Corp

Added$13.3M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

ESTEE LAUDER COMPANIES INC

Reduced$12.1M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

BRKR

BRUKER CORP

Reduced$10.3M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

REGN

REGENERON PHARMACEUTICALS, INC.

Reduced$7.9M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

MELI

MERCADOLIBRE INC

Reduced$7.8M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

UNH

UNITEDHEALTH GROUP INC

Reduced$6.2M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

LULU

lululemon athletica inc.

Added$5.9M

Filed Nov 3, 2025

As of Sep 30, 2025

Change in disclosed value, including price changes.

Filing

1-8 of 8

Activity summary

Full Burry filings. Pro is $16.50/month, paid yearly.

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About the Burry tracker

Scion-style public filing moves shown beside AlphaYou's current verdict and proof trail.

Source: 13F filings
Delay: Quarterly 13F lag
Keep in mind: The public filing does not reveal intraperiod exits or sizing changes after filing.

Common questions

What stocks does Michael Burry own?: As of Q3 2025, Scion Asset Management reported 8 positions with a combined 13F value of $1.4B. Its largest stock positions are MOH ($23.9M), LULU ($17.8M) and SLM ($13.3M).
How often does Scion Asset Management update its portfolio?: Scion Asset Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2025 and was filed Nov 3, 2025.
What does Scion Asset Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Scion Asset Management's portfolio data come from?: From the 13F filings Scion Asset Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.