Filing analysis
Scion Asset Management
13F-HR · period Q2 2025 · filed Aug 14, 2025
$578.34MReported 13F value
15Positions
2Other managers included
+5New
0Increased
1Reduced
−0Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| LULU Lululemon Athletica Inc. | $11.88M | 21.1% |
| BRKR Bruker Corporation | $10.30M | 18.3% |
| REGN Regeneron Pharmaceuticals… | $7.88M | 14.0% |
| MELI MercadoLibre, Inc. | $7.84M | 13.9% |
| UNH UnitedHealth Group… | $6.24M | 11.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| EL The Estée Lauder Companies… | ▼ Trim | -25.0% | $12.12M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.