What did Michael Burry buy in Q2 2025?

Michael Burry opened 5 new positions (LULU, BRKR, REGN, MELI, UNH) and added to 0 existing holdings in the Q2 2025 13F.

What did Michael Burry sell in Q2 2025?

Michael Burry exited 0 positions and trimmed 1.

What Michael Burry bought and sold in Q2 2025

In Q2 2025, Michael Burry (Scion Asset Management) opened 5 new positions — including LULU (21.1%), BRKR (18.3%), REGN (14.0%), trimmed 1. The book stood at $56M across 6 positions, filed Aug 14, 2025.

5New0Added1Trimmed0Exited

Share𝕏 in

New positions (5)

LULULululemon Athletica Inc21.1% · $12M
BRKRBruker Corp18.3% · $10M
REGNRegeneron Pharmaceuticals14.0% · $8M
MELIMercadolibre Inc13.9% · $8M
UNHUnitedhealth Group Inc11.1% · $6M

Trimmed (1)

ELEstee Lauder Companies-cl A-25% shares · 21.5% · $12M

Michael Burry's other filings

Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Michael Burry's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.