Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: New BRKR LULU UNH REGN MELI positions, Buys calls in BABA ASML JD META VFC, Exited all put positions
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: BRKR (250K), LULU (50K - also has calls), UNH (20K - also has calls), REGN (15K - also has calls), MELI (3K)
- Decreased: EL (to 150K from 200K - also has calls)