Michael Burry - Scion Asset Management 13F Activity & Position Changes (Q2 2025)

As of Jun 30, 2025, the Scion Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2025, the filing reported:

New Buys - Bruker Corporation, lululemon athletica inc., MercadoLibre, Inc., Regeneron Pharmaceuticals, Inc., UnitedHealth Group Incorporated

Increases - None reported

Reductions - Estee Lauder Companies, Inc. (T

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2025	BRKR Bruker Corporation	Bruker Corporation	Buy - Position Entry	+250,000	-	$10.30M	250,000
Q2 2025	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-50,000	-25.0%	$12.12M	150,000
Q2 2025	LULU lululemon athletica inc.	lululemon athletica inc.	Buy - Position Entry	+50,000	-	$11.88M	50,000
Q2 2025	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy - Position Entry	+3,000	-	$7.84M	3,000
Q2 2025	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy - Position Entry	+15,000	-	$7.88M	15,000
Q2 2025	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+20,000	-	$6.24M	20,000