Scion Asset Management 2025Q3 Holdings
赛恩资产管理 Michael Burry 13F portfolio details.
Total market value: $1,381,198,076; holdings: 8; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | $912,100,000 | 5000000 | 66.04% | |
| 2 | NVIDIA CORPORATION COM | $186,580,000 | 1000000 | 13.51% | |
| 3 | PFE | 辉瑞制药公司 | $152,880,000 | 6000000 | 11.07% |
| 4 | HAL | 哈里伯顿公司 | $61,500,000 | 2500000 | 4.45% |
| 5 | MOH | Molina Healthcare, Inc. | $23,920,000 | 125000 | 1.73% |
| 6 | LULU | lululemon athletica, Inc. | $17,793,000 | 100000 | 1.29% |
| 7 | SLM | 学贷美 | $13,287,895 | 480054 | 0.96% |
| 8 | BRKR | 布鲁克 | $13,137,181 | 48334 | 0.95% |
Sold Positions
- BABA - 阿里巴巴
- ASML - 阿斯麦公司
- BRKR - 布鲁克
- JD - 京东
- EL - 雅诗兰黛公司
- MELI - MercadoLibre, Inc.
- META - Meta Platforms, Inc.
- REGN - 再生元制药公司
- 91324P102 - UNITEDHEALTH GROUP INC COM
- FSRXU - V F CORP