Scion Asset Management Portfolio

Complete portfolio holdings and 13F filings analysis

Holdings

$0.1B

Total Value

Healthcare

Top Sector

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
EL LAUDER ESTEE COS INC	LAUDER ESTEE COS INC	21.55%	$80.80	150,000	-50,000	-$4,040,000	-25.00%	$12,120,000
LULU LULULEMON ATHLETICA INC	LULULEMON ATHLETICA INC	21.12%	$237.58	50,000	50,000	$11,879,000	100.00%	$11,879,000
BRKR BRUKER CORP	BRUKER CORP	18.31%	$41.20	250,000	175,000	$7,210,000	233.33%	$10,300,000
REGN REGENERON PHARMACEUTICALS	REGENERON PHARMACEUTICALS	14.00%	$525.00	15,000	15,000	$7,875,000	100.00%	$7,875,000
MELI MERCADOLIBRE INC	MERCADOLIBRE INC	13.94%	$2613.63	3,000	3,000	$7,840,890	100.00%	$7,840,890
UNH UNITEDHEALTH GROUP INC	UNITEDHEALTH GROUP INC	11.09%	$311.97	20,000	20,000	$6,239,400	100.00%	$6,239,400