---
title: "Scion Asset Q4 2025: Michael Burry's Astonishing 80% Bet on Palantir"
type: research
slug: scion-asset-management-q4-2025-michael-burry-massive-palantir-bet
canonical_url: https://13finsight.com/research/scion-asset-management-q4-2025-michael-burry-massive-palantir-bet
published_at: 2026-04-12T08:19:31.975Z
updated_at: 2026-04-12T08:19:33.293Z
author: Marcus Chen
author_title: Senior Market Analyst
author_url: https://13finsight.com/authors/marcus-chen
word_count: 113
locale: en
source: 13F Insight
---

# Scion Asset Q4 2025: Michael Burry's Astonishing 80% Bet on Palantir

> Michael Burry's Scion Asset Management revealed a highly concentrated 4-stock portfolio in Q4 2025, with Palantir making up over 80% of the assets.

Michael Burry's Scion Asset Management, LLC is famous for contrarian, high-conviction bets. For Q4 2025, the "Big Short" investor revealed a hyper-concentrated $1.14 billion portfolio consisting of exactly four positions. The 80% Palantir Bet In a stunning move, Burry has allocated an incredible 80.3% of his reported 13F AUM—over $912 million—into a single stock: Palantir Technologies (PLTR). This level of concentration is extreme even for Scion, suggesting an absolute fundamental thesis on Palantir's government and commercial software dominance. The remainder of the portfolio includes a $186.6 million (16.4%) stake in NVIDIA (NVDA), making Scion's Q4 2025 filing almost entirely a two-stock tech momentum play, a sharp departure from his historical deep-value, anti-tech stance.

---

Source: 13F Insight — https://13finsight.com/research/scion-asset-management-q4-2025-michael-burry-massive-palantir-bet
Author: Marcus Chen — https://13finsight.com/authors/marcus-chen
Last updated: 2026-04-12T08:19:33.293Z