MB
Michael Burry (Scion Asset Management) disclosed new in LULULEMON ATHLETICA INC
Michael Burry (Scion Asset Management) filed a 13F change in LULULEMON ATHLETICA INC (550021109) on 2025-08-14, covering period end 2025-06-30.
Action
New
Capital
$106,911,000 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
15 changes from Michael Burry (Scion Asset Management), filed 2025-08-14 for period end 2025-06-30.
$578.3M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
91324P102 UNITEDHEALTH GROUP INC | New | $115.4M | $115.4M | 19.96% |
75886F107 REGENERON PHARMACEUTICALS | New | $112.9M | $112.9M | 19.52% |
550021109 LULULEMON ATHLETICA INC | New | $106.9M | $106.9M | 18.49% |
67066G104 NVIDIA CORPORATION | Sold out | -$97.5M | $0 | 16.87% |
30303M102 META PLATFORMS INC | New | $73.8M | $73.8M | 12.76% |
518439104 LAUDER ESTEE COS INC | Increased | $39.3M | $52.5M | 6.80% |
722304102 PDD HOLDINGS INC | Sold out | -$23.7M | $0 | 4.09% |
N07059210 ASML HOLDING N V | New | $20.0M | $20.0M | 3.46% |
918204108 V F CORP | New | $17.6M | $17.6M | 3.05% |
47215P106 JD.COM INC | Increased | $16.2M | $32.6M | 2.80% |
89677Q107 TRIP COM GROUP LTD | Sold out | -$12.7M | $0 | 2.20% |
116794108 BRUKER CORP | New | $10.3M | $10.3M | 1.78% |
56752108 BAIDU INC | Sold out | -$9.2M | $0 | 1.59% |
58733R102 MERCADOLIBRE INC | New | $7.8M | $7.8M | 1.36% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $1.9M | $28.4M | 0.33% |