Breakdown of Michael Burry’s $578.34M Portfolio: Top 5 Stock Positions
TL/DR –
Michael Burry’s Scion Asset Management reported a portfolio valued at $578.34 million, with the top five holdings (UnitedHealth Group, Regeneron Pharmaceuticals, Lululemon Athletica, Meta Platforms, and Estee Lauder) accounting for 73.22% of total assets. Burry’s investments reflect a conviction-driven approach, with a strong emphasis on call options, suggesting a strategy built on asymmetric upside and high-conviction positioning. This portfolio concentration implies confidence in sectors such as health care, consumer brands, and big tech.
Michael Burry’s High Value Portfolio: An Analysis
Scion Asset Management, led by Michael Burry, recently disclosed a portfolio valuation of $578.34 million. The portfolio’s top five holdings which make up 73.22% of total assets, reflect Burry’s conviction-based investment approach.
UnitedHealth Group (UNH) – 18.88%
UnitedHealth, valued at $109.2M across 350,000 call options, is Burry’s largest holding. This position indicates a bullish attitude towards managed care, potentially linked to U.S. healthcare policy stability and long-term demand growth.
Regeneron Pharmaceuticals (REGN) – 18.16%
Regeneron, worth $105.0M spread over 200,000 call options, represents Burry’s faith in the biotech sector. Regeneron’s leading role in immunology and ophthalmology and its robust cash generation potential reinforces healthcare as a central investment theme for Burry.
Lululemon Athletica (LULU) – 16.43%
With a $95.0M investment over 400,000 call options in Lululemon, Burry expresses confidence in sustained premium consumer spending. Lululemon’s robust brand, healthy profit margins, and growing international presence make it a compelling long-term growth narrative.
Meta Platforms (META) – 12.76%
Burry’s $73.8M bet on Meta Platforms through 100,000 call options signifies an opportunistic approach. Despite facing regulatory scrutiny and high expenditure on Reality Labs, Meta’s strong cash flow and potential for AI-powered advertising hold promise for substantial returns.
Estee Lauder (EL) – 6.99%
Estee Lauder, with $40.4M invested in call options, completes Burry’s top five holdings. Despite recent market challenges, Burry foresees a potential recovery in the luxury beauty market.
The top five holdings dominate almost three-quarters of the portfolio, with investments concentrated in healthcare (UNH, REGN), consumer brands (LULU, EL), and tech giant (META). The use of call options emphasizes a strategy built on asymmetric upside and high-conviction positioning.
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