KUJIRA WATCH / サイオン・アセット・マネジメント（Scion Asset Management (last: 2025-11)）
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Scion Asset Management (last: 2025-11)

サイオン・アセット・マネジメント
13F報告額 $1.4B
FIG. 01 — 上位保有銘柄（2025-09-30 時点）
PLTRPALANTIR TECHNOLOGIES INC66.0%$912.1M
NVDANVIDIA CORPORATION13.5%$186.6M
PFEPFIZER INC11.1%$152.9M
HALHALLIBURTON CO4.5%$61.5M
MOHMOLINA HEALTHCARE INC1.7%$23.9M
LULULULULEMON ATHLETICA INC1.3%$17.8M
SLMSLM CORP1.0%$13.3M
BRUKER CORP1.0%$13.1M
増加・新規
BRUKER CORPNEW
NVDANVIDIA CORPORATIONNEW
PFEPFIZER INCNEW
HALHALLIBURTON CONEW
MOHMOLINA HEALTHCARE INCNEW
PLTRPALANTIR TECHNOLOGIES INCNEW
SLMSLM CORPNEW
LULULULULEMON ATHLETICA INC+100%
減少・売却
UNHUNITEDHEALTH GROUP INCEXITED
REGNREGENERON PHARMACEUTICALSEXITED
LULULULULEMON ATHLETICA INCEXITED
METAMETA PLATFORMS INCEXITED
ELLAUDER ESTEE COS INCEXITED
JDJD.COM INCEXITED
BABAALIBABA GROUP HLDG LTDEXITED
ASML HOLDING N VEXITED
VFCV F CORPEXITED
ELLAUDER ESTEE COS INCEXITED