Manager
Scion Asset Management, LLC
All 13F filings
This quarter’s activity
2025 Q3 vs 2025 Q2 · filed 11/3/2025
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | PALANTIR TECHNOLOGIES INC | +5,000,000 | +66.04 pp |
| New | NVIDIA CORPORATION | +1,000,000 | +13.51 pp |
| New | PFIZER INC | +6,000,000 | +11.07 pp |
| Exit | UNITEDHEALTH GROUP INC | -350,000 | -18.88 pp |
| Exit | REGENERON PHARMACEUTICALS | -200,000 | -18.16 pp |
| Exit | LULULEMON ATHLETICA INC | -400,000 | -16.43 pp |
| Exit | META PLATFORMS INC | -100,000 | -12.76 pp |
| New | HALLIBURTON CO | +2,500,000 | +4.45 pp |
| Exit | LAUDER ESTEE COS INC | -500,000 | -6.99 pp |
| Exit | JD.COM INC | -1,000,000 | -5.64 pp |
| Exit | ALIBABA GROUP HLDG LTD | -250,000 | -4.90 pp |
| New | MOLINA HEALTHCARE INC | +125,000 | +1.73 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000164933925000007 | Q3 2025 | 8 | 1,381,198,076 | 13F-HR | 11/3/2025 | Scion Asset Management, LLC |
| 000187920225000038 | Q2 2025 | 15 | 578,337,040 | 13F-HR | 8/14/2025 | Scion Asset Management, LLC |
| 000187920225000025 | Q1 2025 | 7 | 199,225,000 | 13F-HR | 5/15/2025 | Scion Asset Management, LLC |
| 000187920225000012 | Q4 2024 | 13 | 77,435,131 | 13F-HR | 2/14/2025 | Scion Asset Management, LLC |
| 000090514824003106 | Q3 2024 | 11 | 129,753,375 | 13F-HR | 11/14/2024 | Scion Asset Management, LLC |