Michael Burry (Scion Asset Management) trim Lululemon Athletica Inc
Michael Burry (Scion Asset Management) trim $17.8M of disclosed value in Lululemon Athletica Inc.
Signal
Investor Move
Action
Trim
Capital
$17.8M 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
Sep 30, 2025
Total Changes
18
New
7
Reduced/Sold
11
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | New | $912.1M | 0.66% |
| NVDA | NVIDIA Corporation | New | $186.6M | 0.14% |
| PFE | Pfizer Inc. | New | $152.9M | 0.11% |
| UNH.BA | UNH.BA | Sold out | $0 | 0.08% |
| REGN | REGN | Sold out | $0 | 0.08% |
| LULU | Lululemon Athletica Inc. | Reduced | $17.8M | 0.06% |
| META | META | Sold out | $0 | 0.05% |
| HAL | Halliburton Company | New | $61.5M | 0.04% |
| EL | EL | Sold out | $0 | 0.04% |
| JD | JD | Sold out | $0 | 0.02% |
| BABA | BABA | Sold out | $0 | 0.02% |
| MOH | Molina Healthcare, Inc. | New | $23.9M | 0.02% |
| ASML | ASML | Sold out | $0 | 0.01% |
| 918204108 | 918204108 | Sold out | $0 | 0.01% |
| 78442P106 | SLM CORP | New | $13.3M | 0.01% |
| 116794207 | BRUKER CORP | New | $13.1M | 0.01% |
| 116794108 | 116794108 | Sold out | $0 | 0.01% |
| MELI | MELI | Sold out | $0 | 0.01% |