What Burry did in Q3 2025

Scion Asset Management · filed Nov 3, 2025 · 4 positions · $68M Share card Open snapshot

New positions (7)

PLTR new position — 69.46% of the portfolio (puts)

MOH new position — 35.11% of the portfolio

SLM new position — 19.50% of the portfolio

BRKR 6.375 09/01/28 new position — 19.28% of the portfolio

NVDA new position — 14.21% of the portfolio (puts)

PFE new position — 11.64% of the portfolio (calls)

HAL new position — 4.68% of the portfolio (calls)

Sold out (14)

EL sold out — was 21.55%

UNH sold out — was 20.91% (calls)

REGN sold out — was 20.11% (calls)

BRKR sold out — was 18.31%

LULU sold out — was 18.20% (calls)

META sold out — was 14.14% (calls)

REGN sold out — was 14.00%

MELI sold out — was 13.94%

UNH sold out — was 11.09%

EL sold out — was 7.74% (calls)

JD sold out — was 6.25% (calls)

BABA sold out — was 5.43% (calls)

N07059210 sold out — was 3.84% (calls)

VFC sold out — was 3.38% (calls)

Added (1)

LULU added 100.0% of shares — weight 21.12% → 26.11%

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