Michael Burry Portfolio Holdings by Sector

Scion Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare UNH UNH 2 stocks	$115 Million 19.96% of portfolio	2	-	2	-	1 Calls 0 Puts
Biotechnology \| Healthcare REGN REGN 2 stocks	$113 Million 19.52% of portfolio	2	-	2	-	1 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU LULU 2 stocks	$107 Million 18.49% of portfolio	2	-	2	-	1 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$73.8 Million 12.76% of portfolio	1	-	1	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD BABA MELI 3 stocks	$68.8 Million 11.9% of portfolio	3	-	3	-	2 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL EL 2 stocks	$52.5 Million 9.08% of portfolio	1	1	1	-	1 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$20 Million 3.46% of portfolio	1	-	1	-	1 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$17.6 Million 3.05% of portfolio	1	-	1	-	1 Calls 0 Puts
Medical Devices \| Healthcare BRKR 1 stocks	$10.3 Million 1.78% of portfolio	1	-	1	-	0 Calls 0 Puts

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