Scion Asset Management, LLC, under direction of Michael Burry has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Estee Lauder Companies Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $122B in the current position value, from $77.4B to 199B.

Below you can find more details about Michael Burry portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
Technology: $97.5 Billion
Consumer Cyclical: $79.3 Billion
Consumer Defensive: $13.2 Billion
Communication Services: $9.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Michael Burry

Michael Burry

Michael Burry is the founder and chief investment officer of Scion Asset Management, an investment firm that focuses on value investing. Burry is known for his expertise in value investing and his unconventional approach to investing. He is also the subject of the book and movie "The Big Short," which chronicles his successful bet against the housing market in the lead-up to the financial crisis.
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Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $199 Billion
  • Prior Value $77.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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