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Fund Managers/Scion Asset Management

Michael Burry's Portfolio: Scion Asset Management 13F Holdings

Quarterly SEC 13F-HR filings · CIK 0001649339

Latest filing in plain English

As of the Q3 2025 13F filing (filed 2025-11-03), Michael Burry's Scion Asset Management reported $1.4B across 8 disclosed US equity positions. The largest holdings: PLTR (66.0%), NVDA (13.5%), PFE (11.1%), HAL (4.5%), MOH (1.7%). During the quarter the fund opened 7 new positions, exited 14, added to 1, and trimmed 0 — 197% turnover.

MethodologyOpen ↓

Parsed quarterly from SEC EDGAR 13F-HR filings. A 13F discloses the US-listed long positions (and listed options) of institutional managers with $100M+ in US equities, filed up to 45 days after quarter-end — it excludes shorts, bonds, foreign-listed shares, and anything traded since the report date. Tickers are resolved from CUSIPs via OpenFIGI with manual corrections. Q/Q change compares share counts against the prior filing; the NEW / ADD / TRIM chips and turnover come from the same quarter-over-quarter comparison. Not investment advice.

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Holdings

Q3 2025Filed Nov 3, 2025
7 New1 Increased14 Exited197% Turnover
#TickerValueWeight
1PLTRPut$912.1M66.04%
2NVDAPut$186.6M13.51%
3PFECall$152.9M11.07%
4HALCall$61.5M4.45%
5MOH$23.9M1.73%
6LULU$17.8M1.29%
7SLM$13.3M0.96%
8BRKR 6.375 09/01/28$13.1M0.95%