Skip to main content
Focused investors/Michael Burry

Michael Burry - Scion Asset Management

As of Q3 2025, this manager reported 4 long-equity positions worth $68.14M in aggregate.

It also disclosed $1.1B of put notional and $214.38M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.

As of Q3 2025, Michael Burry's Scion Asset Management held 4 long-equity positions with a reported value of $68.14M.

Get email alerts when Michael Burry files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 7 of 19 rows. Rows without a quote are marked unavailable.

1ELLAUDER ESTEE COS INC100.00%Add +100.0%200,000$13.2M$66.0052w: $62.29 - $155.73; reported $66.00
13VFCV F CORP-Sold0$0No quoteNo quote
12PDDPDD HOLDINGS INC-Sold0$0No quoteNo quote
11OSCROSCAR HEALTH INC-Sold0$0No quoteNo quote
10MOHMOLINA HEALTHCARE INC-Sold0$0No quoteNo quote
9GLTMAGNERA CORP-Sold0$0No quoteNo quote
8JDJD.COM INC-Sold0$0No quoteNo quote
7HCAHCA HEALTHCARE INC-Sold0$0No quoteNo quote
6GOOSCANADA GOOSE HLDGS INC-Sold0$0No quoteNo quote
5BRKRBRUKER CORP-Sold0$0No quoteNo quote
4BIDUBAIDU INC-Sold0$0No quoteNo quote
3UIHCAMERICAN COASTAL INS CORP-Sold0$0No quoteNo quote
2BABAALIBABA GROUP HLDG LTD-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1NVDANVIDIA CORPORATIONCOMPUTNew900,000$97.54M
2BABAALIBABA GROUP HLDG LTDSPONSORED ADSPUTNew200,000$26.45M
3PDDPDD HOLDINGS INCSPONSORED ADSPUTNew200,000$23.67M
4JDJD.COM INCSPON ADS CL APUTNew400,000$16.45M
5TCOMTRIP COM GROUP LTDADSPUTNew200,000$12.72M
6BIDUBAIDU INCSPON ADR REP APUTNew100,000$9.2M