Portfolios of the great investors (13F)
Michael Burry portfolio · Scion
13F for 2025-09-30 filed with the SEC, compared with 2025-06-30.
- Reported value
- 68 M$
- Holdings
- 4
- Buys
- 3
- Sells
- 5
| Molina Healthcare Inc | new |
| Slm Corp | new |
| Lululemon Athletica Inc | increased 100% |
| Lauder Estee Cos Inc (A) | sold out |
| Regeneron Pharmaceuticals | sold out |
| Mercadolibre Inc | sold out |
| Unitedhealth Group Inc | sold out |
| Bruker Corp (A) | reduced -81% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Molina Healthcare Inc | 35,1% | 24 M$ | 125.000 | new |
| Lululemon Athletica Inc | 26,1% | 18 M$ | 100.000 | increased 100% |
| Slm Corp | 19,5% | 13 M$ | 480.054 | new |
| Bruker Corp (A) | 19,3% | 13 M$ | 48.334 | reduced -81% |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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