DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TV | 22.39M | $65.15M |
 | GENI | 7.45M | $33.02M |
 | COMP | 6.07M | $44.39M |
 | VNET | 6.01M | $50.41M |
 | METC | 5.51M | $85.21M |
 | HTZWW | 4.68M | $10.66M |
 | AMX | 4.44M | $113.24M |
 | CX | 3.47M | $39.75M |
 | JBS | 3.37M | $60.44M |
 | NU | 2.24M | $32.21M |
 | IREN | 1.83M | $62.88M |
 | CLF | 1.45M | $12.23M |
 | GEO | 1.43M | $23.97M |
 | ON | 1.41M | $87.26M |
 | PRMB | 1.40M | $26.36M |
 | QXO | 1.38M | $26.72M |
 | PPTA | 1.31M | $36.74M |
 | AGRO | 1.27M | $19.14M |
 | IFS | 1.06M | $53.08M |
 | BBAR | 1.01M | $16.18M |
Grupo Televisa, S.A.B.
TV
Shares Held
22.39M
Value
$65.15M
Genius Sports Limited
GENI
Shares Held
7.45M
Value
$33.02M
Compass, Inc.
COMP
Shares Held
6.07M
Value
$44.39M
VNET Group, Inc.
VNET
Shares Held
6.01M
Value
$50.41M
Ramaco Resources, Inc.
METC
Shares Held
5.51M
Value
$85.21M
Hertz Global Holdings, Inc.
HTZWW
Shares Held
4.68M
Value
$10.66M
América Móvil, S.A.B. de C.V.
AMX
Shares Held
4.44M
Value
$113.24M
CEMEX, S.A.B. de C.V.
CX
Shares Held
3.47M
Value
$39.75M
JBS N.V.
JBS
Shares Held
3.37M
Value
$60.44M
Nu Holdings Ltd.
NU
Shares Held
2.24M
Value
$32.21M
IREN Limited
IREN
Shares Held
1.83M
Value
$62.88M
Cleveland-Cliffs Inc.
CLF
Shares Held
1.45M
Value
$12.23M
The GEO Group, Inc.
GEO
Shares Held
1.43M
Value
$23.97M
ON Semiconductor Corporation
ON
Shares Held
1.41M
Value
$87.26M
Primo Brands Corporation
PRMB
Shares Held
1.40M
Value
$26.36M
QXO, Inc.
QXO
Shares Held
1.38M
Value
$26.72M
Perpetua Resources Corp.
PPTA
Shares Held
1.31M
Value
$36.74M
Adecoagro S.A.
AGRO
Shares Held
1.27M
Value
$19.14M
Intercorp Financial Services Inc.
IFS
Shares Held
1.06M
Value
$53.08M
Banco BBVA Argentina S.A.
BBAR
Shares Held
1.01M
Value
$16.18M