---
title: Burry (Scion Asset Management, LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/burry
cik: 0001649339
quarter: 2025-09-30
filed: 2025-11-03
---
# Burry — Scion Asset Management, LLC

Latest 13F for the quarter ended Sep 30, 2025, filed Nov 3, 2025: 8 positions worth $1.4B. Against the quarter ended Jun 30, 2025: 7 bought, 1 added to, 0 unchanged, 0 reduced, 14 sold. The top five are 97% of the portfolio, the top ten 100%; 5 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| PLTR | PALANTIR TECHNOLOGIES INC | 5,000,000 | $912.1M | 66.0% | bought |
| NVDA | NVIDIA CORPORATION | 1,000,000 | $186.6M | 13.5% | bought |
| PFE | PFIZER INC | 6,000,000 | $152.9M | 11.1% | bought |
| HAL | HALLIBURTON CO | 2,500,000 | $61.5M | 4.5% | bought |
| MOH | MOLINA HEALTHCARE INC | 125,000 | $23.9M | 1.7% | bought |
| LULU | LULULEMON ATHLETICA INC | 100,000 | $17.8M | 1.3% | added (+100%) |
| SLM | SLM CORP | 480,054 | $13.3M | 1.0% | bought |
| BRKR 6.375 09/01/28 | BRUKER CORP | 48,334 | $13.1M | 1.0% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| PLTR | PALANTIR TECHNOLOGIES INC | 5,000,000 | 0 | bought | +$912.1M | $912.1M |
| NVDA | NVIDIA CORPORATION | 1,000,000 | 0 | bought | +$186.6M | $186.6M |
| PFE | PFIZER INC | 6,000,000 | 0 | bought | +$152.9M | $152.9M |
| UNH | UNITEDHEALTH GROUP INC | 0 | 350,000 | sold | −$109.2M | $0 |
| REGN | REGENERON PHARMACEUTICALS | 0 | 200,000 | sold | −$105.0M | $0 |
| LULU | LULULEMON ATHLETICA INC | 0 | 400,000 | sold | −$95.0M | $0 |
| META | META PLATFORMS INC | 0 | 100,000 | sold | −$73.8M | $0 |

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Source: https://sweetvaluelab.com/investors/burry (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.