Fund · 13F archive
Scion Asset Management, LLC — 2024 Q4 holdings
Period end
Filed
Portfolio value
$77.4M
Positions
13
We track
2
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding Limited★ | SPONSORED ADS | $12.7M | 150K | 16.4% | |
| 2 | BIDUBaidu, Inc.★ | SPON ADR REP A | $10.5M | 125K | 13.6% | |
| 3 | JD.COM Inc | SPON ADS CL A | $10.4M | 300K | 13.4% | |
| 4 | Lauder Estee Cos Inc | CL A | $7.5M | 100K | 9.7% | |
| 5 | Molina Healthcare Inc | COM | $7.3M | 25K | 9.4% | |
| 6 | Pdd Holdings Inc | SPONSORED ADS | $7.3M | 75K | 9.4% | |
| 7 | Hca Healthcare Inc | COM | $4.5M | 15K | 5.8% | |
| 8 | Bruker Corp | COM | $4.4M | 75K | 5.7% | |
| 9 | V F Corp | COM | $4.3M | 200K | 5.5% | |
| 10 | Magnera Corp | COM SHS | $3.6M | 200K | 4.7% | |
| 11 | Oscar Health Inc | CL A | $2.7M | 200K | 3.5% | |
| 12 | American Coastal Ins Corp | COM | $2.0M | 146K | 2.5% | |
| 13 | Canada Goose Hldgs Inc | SHS SUB VTG | $249K | 25K | 0.3% |