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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ccube who wrote (77868)

8/14/2025 6:21:43 PM

From: Ccube

Respond to of 78498

Okay Burry filed 13F holding as of June 30 2025
So he did close out all the puts before June 30 2025
Dang he is pretty good market timer (trader) :)
impossible to follow (traders) but interesting to watch.

"

Scion Asset Management, LLC Q2 2025 13F Holdings

Notable people Michael Burry
Location Saratoga, CA
Holdings as of 6/30/2025
Value ($000) $578,337
Num holdings 15
Date filed 8/14/2025
Form type 13F-HR
Prev filing 5/15/2025
Next filing
SEC View on sec.gov
Note Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers

Compare Q2 2025 to

Filter

SymIssuer NameClCUSIPValue ($000)%SharesPrincipalOption Type

Sym

Issuer Name

Cl

CUSIP

Value ($000)

%

Shares

Principal

Option Type

UNH	UNITEDHEALTH GROUP INC	COM	91324P102	109,189	19%	350,000	call
REGN	REGENERON PHARMACEUTICALS	COM	75886F107	105,000	18%	200,000	call
LULU	LULULEMON ATHLETICA INC	COM	550021109	95,032	16%	400,000	call
META	META PLATFORMS INC	CL A	30303M102	73,809	13%	100,000	call
EL	LAUDER ESTEE COS INC	CL A	518439104	40,400	7.0%	500,000	call
JD	JD.COM INC	SPON ADS CL A	47215P106	32,640	5.6%	1,000,000	call
BABA	ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	28,352	4.9%	250,000	call
ASML	ASML HOLDING N V	N Y REGISTRY SHS	N07059210	20,034	3.5%	25,000	call
VFC	V F CORP	COM	918204108	17,625	3.0%	1,500,000	call
EL	LAUDER ESTEE COS INC	CL A	518439104	12,120	2.1%	150,000
LULU	LULULEMON ATHLETICA INC	COM	550021109	11,879	2.1%	50,000
BRKR	BRUKER CORP	COM	116794108	10,300	1.8%	250,000
REGN	REGENERON PHARMACEUTICALS	COM	75886F107	7,875	1.4%	15,000
MELI	MERCADOLIBRE INC	COM	58733R102	7,840	1.4%	3,000
UNH	UNITEDHEALTH GROUP INC	COM	91324P102	6,239	1.1%	20,000

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Showing 1 to 15 of 15 entries

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To: Ccube who wrote (77868)	8/14/2025 6:36:05 PM
From: Sean Collett	Read Replies (1) \| Respond to of 78498

Dr. Burry has not posted on Twitter/X under his account since April 2023. Anyone else is not him. Unless you're referring to the "I was wrong to say sell" Xweet from March 2023 in which case that was rather specific (regional failure and resolution) like a 13F would be outdated by August 2025. And my man he's about to file...I straight up included a screenshot and link to the filing today. Anyway, only commented as felt it should be clarified he is not posting under @michaeljburry so whatever you say is not him. Felt this was needed in event further misinformation was leveraged. Anything in his portfolio you wish to discuss? Otherwise I self moderate from here ;) -Sean