Scion takes new position in Lululemon, reduces stake in Estee Lauder

Scion Asset Management disclosed in an SEC filing its holdings as of June 30, 2025. Scion’s new buys during the second quarter included, by size of position, Lululemon (LULU), Bruker Corp (BRKR), Regeneron (REGN), MercadoLibre (MELI), and UnitedHealth (UNH). Scion reduced its stake in one holding, Estee Lauder (EL). Scion’s top holdings as of June 30, in order of size, were Estee Lauder, Lululemon, Bruker Corp, Regeneron, and MercadoLibre.