13F HOLDINGS REPORT
Scion Asset Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001879202-25-000038
Total Value
$578.3M
Positions
15
Other Managers
2
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 350,000 | $109.2M | 18.88% |
| 2 | REGENERON PHARMACEUTICALS | REGN | 200,000 | $105.0M | 18.16% |
| 3 | LULULEMON ATHLETICA INC | LULU | 400,000 | $95.0M | 16.43% |
| 4 | META PLATFORMS INC | META | 100,000 | $73.8M | 12.76% |
| 5 | LAUDER ESTEE COS INC | 518439104 | 500,000 | $40.4M | 6.99% |
| 6 | JD.COM INC | JDCMF | 1,000,000 | $32.6M | 5.64% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 250,000 | $28.4M | 4.90% |
| 8 | ASML HOLDING N V | ASMLF | 25,000 | $20.0M | 3.46% |
| 9 | V F CORP | VFC | 1,500,000 | $17.6M | 3.05% |
| 10 | LAUDER ESTEE COS INC | 518439104 | 150,000 | $12.1M | 2.10% |
| 11 | LULULEMON ATHLETICA INC | LULU | 50,000 | $11.9M | 2.05% |
| 12 | BRUKER CORP | BRKRP | 250,000 | $10.3M | 1.78% |
| 13 | REGENERON PHARMACEUTICALS | REGN | 15,000 | $7.9M | 1.36% |
| 14 | MERCADOLIBRE INC | MELI | 3,000 | $7.8M | 1.36% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 20,000 | $6.2M | 1.08% |