Scion Asset Management's Top Q2 Moves: New Positions in Lululemon, Regeneron, and UnitedHealth

Scion Asset Management, founded by Michael Burry, has disclosed its Q2 moves, including starting new positions in lululemon athletica, Regeneron Pharmaceuticals, and UnitedHealth Group. The fund's other top Q2 moves are not specified in the article.

Scion Asset Management, founded by Michael Burry, has disclosed its Q2 2025 moves, including new positions in lululemon athletica (LULU), Regeneron Pharmaceuticals (REGN), and UnitedHealth Group (UNH). The fund's other top Q2 moves are not specified in the article.

In its latest 13F filing, Scion reported holding 50,000 shares in Lululemon, 15,000 shares in Regeneron, and 20,000 shares in UnitedHealth. The fund also decreased its stake in Estée Lauder (EL) to 150,000 shares from 200,000 shares. Additionally, Scion initiated new positions in MercadoLibre (MELI) and Bruker (BRKR) [1].

Michael Burry's investment strategy is known for its long-term focus and thorough research. His new positions in consumer and healthcare sectors suggest a bullish outlook on these industries. Lululemon, a leading athletic apparel brand, has shown strong growth in recent years, driven by its focus on wellness and active lifestyles. Regeneron, a biotechnology company, is at the forefront of innovation in healthcare, particularly in the areas of genomics and immunology. UnitedHealth Group, a diversified healthcare company, has a strong presence in managed care and healthcare services.

The Q2 moves by Scion Asset Management are part of a broader trend in the investment community. Other notable Q2 moves include Bridgewater Associates adding ARM Holdings and exiting Alibaba, Jana Partners exiting Fidelity National Information and adding Wex, Soros Capital betting on South Korea and South Korea chips while withdrawing from Brazil, and Philippe Laffont's Coatue taking a new stake in Oracle and exiting Super Micro [1].

Investors and financial professionals should closely monitor these developments to understand the broader market sentiment and potential opportunities. Scion's new positions could provide insights into the fund's strategy and the sectors it views as attractive for future growth.

References:
[1] https://seekingalpha.com/news/4485767-michael-burrys-scion-starts-new-position-in-unitedhealth-lululemon-and-regeneron-among-top-q2-moves