Portfolio diff
Scion Asset Management
Q2 2025 ⇄ Q3 2025
+3Added
−5Removed
1Resized
0Unchanged
Added (Q3 2025)
| Security | Value | Shares |
|---|---|---|
| MOH MOLINA HEALTHCARE INC | $23.92M | 125.00K |
| SLM SLM CORP | $13.29M | 480.05K |
| BRKRP BRUKER CORP | $13.14M | 48.33K |
Removed (was held in Q2 2025)
| Security | Value then | Shares then |
|---|---|---|
| EL LAUDER ESTEE COS INC | $12.12M | 150.00K |
| BRKR BRUKER CORP | $10.30M | 250.00K |
| REGN REGENERON… | $7.88M | 15.00K |
| MELI MERCADOLIBRE INC | $7.84M | 3.00K |
| UNH UNITEDHEALTH GROUP INC | $6.24M | 20.00K |
Resized positions
| Security | Q2 2025 shares | Q3 2025 shares | Change |
|---|---|---|---|
| LULU LULULEMON ATHLETICA INC | 50.00K | 100.00K | +100.0% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
← Back to the manager record