Quarter snapshot

Scion Asset Management

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
EL history	NEW	21.55%	150,000	$12,120,000
LULU history	NEW	21.12%	50,000	$11,879,000
BRKR history	NEW	18.31%	250,000	$10,300,000
REGN history	NEW	14.0%	15,000	$7,875,000
MELI history	NEW	13.94%	3,000	$7,840,890
UNH history	NEW	11.09%	20,000	$6,239,400