← Scion Asset Management, LLC
Positions
10
Total value
$52.49M
Top 10 concentration
100.0%
New positions
6
Exited positions· 12 vs. Q1 2024
Holdings · 10
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $11.16M | 21.26% | 155,000 | +24.0% |
| 2 | SHIFT4 PMTS INC FOUR · 82452J109 | CL A | $7.34M | 13.97% | 100,000 | New |
| 3 | MOLINA HEALTHCARE INC MOH · 60855R100 | COM | $7.29M | 13.89% | 24,530 | New |
| 4 | BAIDU INC BIDU · 056752108 | SPON ADR REP A | $6.49M | 12.36% | 75,000 | +87.5% |
| 5 | JD.COM INC JD · 47215P106 | SPON ADS CL A | $6.46M | 12.31% | 250,000 | New |
| 6 | HUDSON PAC PPTYS INC 444097109 | COM | $5.5M | 10.49% | 1,144,435 | New |
| 7 | THE REALREAL INC REAL · 88339P101 | COM | $3.19M | 6.08% | 1,000,000 | -29.2% |
| 8 | AMERICAN COASTAL INS CORP ACIC · 910710102 | COM | $2.66M | 5.06% | 251,892 | — |
| 9 | OLAPLEX HLDGS INC OLPX · 679369108 | COM | $1.53M | 2.92% | 995,250 | New |
| 10 | BIOATLA INC BCAB · 09077B104 | COM | $868.52K | 1.65% | 633,959 | New |
Total filing value: $52.49M