Michael Burry (Scion Asset Management) add The Estee Lauder Cos Inc
Michael Burry (Scion Asset Management) add $52.5M of disclosed value in The Estee Lauder Cos Inc.
Signal
Investor Move
Action
Add
Capital
$52.5M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2025
Total Changes
15
New
8
Reduced/Sold
4
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| UNH.BA | UnitedHealth Group Incorporated | New | $115.4M | 0.2% |
| REGN | Regeneron Pharmaceuticals, Inc. | New | $112.9M | 0.2% |
| LULU | Lululemon Athletica Inc. | New | $106.9M | 0.18% |
| NVDA | NVDA | Sold out | $0 | 0.17% |
| META | Meta Platforms, Inc. | New | $73.8M | 0.13% |
| EL | The Estée Lauder Companies Inc. | Increased | $52.5M | 0.07% |
| PDD | PDD | Sold out | $0 | 0.04% |
| ASML | ASML Holding N.V. | New | $20M | 0.03% |
| 918204108 | V F CORP | New | $17.6M | 0.03% |
| JD | JD.com, Inc. | Increased | $32.6M | 0.03% |
| TCOM | TCOM | Sold out | $0 | 0.02% |
| 116794108 | BRUKER CORP | New | $10.3M | 0.02% |
| BIDU | BIDU | Sold out | $0 | 0.02% |
| MELI | MercadoLibre, Inc. | New | $7.8M | 0.01% |
| BABA | Alibaba Group Holding Limited | Increased | $28.4M | 0% |