DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TV | 21.82M | $63.49M |
 | VNET | 6.32M | $53.46M |
 | METC | 5.51M | $99.20M |
 | HTZWW | 4.68M | $12.53M |
 | AMX | 4.29M | $88.70M |
 | GENI | 4.17M | $45.90M |
 | CX | 3.09M | $35.52M |
 | COMP | 3.09M | $32.64M |
 | JBS | 2.94M | $42.43M |
 | AMKR | 2.61M | $103.24M |
 | IREN | 2.58M | $97.58M |
 | CLF | 1.98M | $26.26M |
 | PRMB | 1.74M | $28.39M |
 | GDS | 1.43M | $49.84M |
 | QXO | 1.35M | $25.97M |
 | GEO | 1.31M | $21.15M |
 | PPTA | 1.31M | $31.64M |
 | AGRO | 1.20M | $9.54M |
 | SNAP | 1.03M | $8.29M |
 | STUB | 961K | $13.00M |
Grupo Televisa, S.A.B.
TV
Shares Held
21.82M
Value
$63.49M
VNET Group, Inc.
VNET
Shares Held
6.32M
Value
$53.46M
Ramaco Resources, Inc.
METC
Shares Held
5.51M
Value
$99.20M
Hertz Global Holdings, Inc.
HTZWW
Shares Held
4.68M
Value
$12.53M
América Móvil, S.A.B. de C.V.
AMX
Shares Held
4.29M
Value
$88.70M
Genius Sports Limited
GENI
Shares Held
4.17M
Value
$45.90M
CEMEX, S.A.B. de C.V.
CX
Shares Held
3.09M
Value
$35.52M
Compass, Inc.
COMP
Shares Held
3.09M
Value
$32.64M
JBS N.V.
JBS
Shares Held
2.94M
Value
$42.43M
Amkor Technology, Inc.
AMKR
Shares Held
2.61M
Value
$103.24M
IREN Limited
IREN
Shares Held
2.58M
Value
$97.58M
Cleveland-Cliffs Inc.
CLF
Shares Held
1.98M
Value
$26.26M
Primo Brands Corporation
PRMB
Shares Held
1.74M
Value
$28.39M
GDS Holdings Limited
GDS
Shares Held
1.43M
Value
$49.84M
QXO, Inc.
QXO
Shares Held
1.35M
Value
$25.97M
The GEO Group, Inc.
GEO
Shares Held
1.31M
Value
$21.15M
Perpetua Resources Corp.
PPTA
Shares Held
1.31M
Value
$31.64M
Adecoagro S.A.
AGRO
Shares Held
1.20M
Value
$9.54M
Snap Inc.
SNAP
Shares Held
1.03M
Value
$8.29M
StubHub Holdings, Inc.
STUB
Shares Held
961K
Value
$13.00M