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B
Burry
Scion Asset Management LLC
Latest 13F: Q3 2025
Filed Nov 3, 2025
Michael Burry of The Big Short fame
13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions
7
New Buys
7
Sold
0
Increased
0
Decreased
0
Total Value
$1.4B
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| NEW | PFE | PFIZER INC |
+6,000,000
avg ~$25.48
·
~$152.9M
|
$152.9M | 11.1% |
| NEW | PLTR | PALANTIR TECHNOLOGIES INC |
+5,000,000
avg ~$182.42
·
~$912.1M
|
$912.1M | 66.0% |
| NEW | HAL | HALLIBURTON CO |
+2,500,000
avg ~$24.60
·
~$61.5M
|
$61.5M | 4.5% |
| NEW | NVDA | NVIDIA CORPORATION |
+1,000,000
avg ~$186.58
·
~$186.6M
|
$186.6M | 13.5% |
| NEW | SLM | SLM CORP |
+480,054
avg ~$27.68
·
~$13.3M
|
$13.3M | 1.0% |
| NEW | MOH | MOLINA HEALTHCARE INC |
+125,000
avg ~$191.36
·
~$23.9M
|
$23.9M | 1.7% |
| NEW | LULU | LULULEMON ATHLETICA INC |
+100,000
avg ~$177.93
·
~$17.8M
|
$17.8M | 1.3% |
Full Holdings (7 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC |
5,000,000
$182.42/sh
cost $182.42 (+0.0%)
|
$912.1M | 66.0% | NEW |
| NVDA | NVIDIA CORPORATION |
1,000,000
$186.58/sh
cost $149.54 (+24.8%)
|
$186.6M | 13.5% | NEW |
| PFE | PFIZER INC |
6,000,000
$25.48/sh
cost $27.44 (-7.1%)
|
$152.9M | 11.1% | NEW |
| HAL | HALLIBURTON CO |
2,500,000
$24.60/sh
cost $24.60 (+0.0%)
|
$61.5M | 4.5% | NEW |
| MOH | MOLINA HEALTHCARE INC |
125,000
$191.36/sh
cost $238.72 (-19.8%)
|
$23.9M | 1.7% | NEW |
| LULU | LULULEMON ATHLETICA INC |
100,000
$177.93/sh
cost $197.81 (-10.1%)
|
$17.8M | 1.3% | NEW |
| SLM | SLM CORP |
480,054
$27.68/sh
cost $27.68 (+0.0%)
|
$13.3M | 1.0% | NEW |