13F filing recap · Q2 2025
What did Scion Asset Management buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$56.25M
Positions
6
Estimated turnover
138.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Scion Asset Management opened new positions in Lululemon Athletica, Bruker Corporation, Regeneron Pharmaceuticals, Mercadolibre, and UnitedHealth Group. It also trimmed its stake in Estee Lauder Companies.
New positions
LULULululemon Athletica Inc.$11.88Mreported value+50.0K sharesBRKRBruker Corporation$10.30Mreported value+250.0K sharesREGNRegeneron Pharmaceuticals, Inc.$7.88Mreported value+15.0K sharesMELIMercadolibre, Inc.$7.84Mreported value+3.0K sharesUNHUnitedHealth Group Incorporated$6.24Mreported value+20.0K shares