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← Scion Asset Management LLC, its record

Scion Asset Management LLC and Capital World Investors: where the books meet

At Q3 2025, at least 0.1% of the two 13F books was the same, across 1 stock both listed, against 1.7% at Q4 2015. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%2%4%Q4 2015: 1.7%, 6 in bothQ1 2016: 1.1%, 3 in both16Q2 2016: 0.7%, 2 in bothQ3 2016: 0.7%, 2 in bothQ4 2018: 3.0%, 5 in bothQ1 2019: 2.9%, 5 in both19Q2 2019: 1.8%, 4 in bothQ3 2019: 1.3%, 2 in bothQ4 2019: 1.1%, 2 in bothQ1 2020: 3.3%, 2 in both20Q2 2020: under 0.1%, 1 in bothQ3 2020: 3.7%, 3 in bothQ4 2020: 0.0%, 0 in bothQ1 2021: 0.5%, 2 in both21Q2 2021: 0.7%, 1 in bothQ3 2021: 1.5%, 2 in bothQ4 2021: under 0.1%, 1 in bothQ1 2022: 4.0%, 6 in both22Q2 2022: 0.0%, 0 in bothQ3 2022: 0.1%, 1 in bothQ4 2022: 0.0%, 0 in bothQ1 2023: 1.0%, 4 in both23Q2 2023: 0.6%, 5 in bothQ3 2023: 1.2%, 2 in bothQ4 2023: 3.7%, 11 in bothQ1 2024: 0.5%, 5 in both24Q2 2024: 0.3%, 2 in bothQ3 2024: 0.3%, 3 in bothQ4 2024: 0.5%, 7 in bothQ1 2025: under 0.1%, 1 in both25Q2 2025: 1.8%, 5 in bothQ3 2025: 0.1%, 1 in both
  • Q4 2015: 1.7%, 6 in both
  • Q1 2016: 1.1%, 3 in both
  • Q2 2016: 0.7%, 2 in both
  • Q3 2016: 0.7%, 2 in both
  • Q4 2018: 3.0%, 5 in both
  • Q1 2019: 2.9%, 5 in both
  • Q2 2019: 1.8%, 4 in both
  • Q3 2019: 1.3%, 2 in both
  • Q4 2019: 1.1%, 2 in both
  • Q1 2020: 3.3%, 2 in both
  • Q2 2020: under 0.1%, 1 in both
  • Q3 2020: 3.7%, 3 in both
  • Q4 2020: 0.0%, 0 in both
  • Q1 2021: 0.5%, 2 in both
  • Q2 2021: 0.7%, 1 in both
  • Q3 2021: 1.5%, 2 in both
  • Q4 2021: under 0.1%, 1 in both
  • Q1 2022: 4.0%, 6 in both
  • Q2 2022: 0.0%, 0 in both
  • Q3 2022: 0.1%, 1 in both
  • Q4 2022: 0.0%, 0 in both
  • Q1 2023: 1.0%, 4 in both
  • Q2 2023: 0.6%, 5 in both
  • Q3 2023: 1.2%, 2 in both
  • Q4 2023: 3.7%, 11 in both
  • Q1 2024: 0.5%, 5 in both
  • Q2 2024: 0.3%, 2 in both
  • Q3 2024: 0.3%, 3 in both
  • Q4 2024: 0.5%, 7 in both
  • Q1 2025: under 0.1%, 1 in both
  • Q2 2025: 1.8%, 5 in both
  • Q3 2025: 0.1%, 1 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q3 2025

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockScion Asset Management LLCCapital World Investors
Molina Healthcare Inc(MOH)1.7%New0.1%Trimmed

Moved different ways in Q3 2025

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Facebook Inc(META)Scion Asset Management LLC sold out; Capital World Investors added
  • Unitedhealth Group Inc(UNH)Scion Asset Management LLC sold out; Capital World Investors added
  • Mercadolibre Inc(MELI)Scion Asset Management LLC sold out; Capital World Investors added
  • Regeneron Pharmaceuticals(REGN)Scion Asset Management LLC sold out; Capital World Investors added
  • Alibaba Group HLDG LTD(BABA)Scion Asset Management LLC sold out; Capital World Investors added
  • Lauder Estee Cos Inc(EL)Scion Asset Management LLC sold out; Capital World Investors added
  • Molina Healthcare Inc(MOH)Scion Asset Management LLC started; Capital World Investors trimmed
Scion Asset Management LLC: the recordCapital World Investors: the record

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