DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JRVR | 819K | $4.55M |
 | HDB | 756K | $25.81M |
 | NU | 692K | $11.07M |
 | AGRO | 622K | $4.88M |
 | STUB | 593K | $9.99M |
 | SEI | 569K | $22.75M |
 | PPTA | 526K | $10.64M |
 | JBS | 480K | $7.17M |
 | PSN | 438K | $36.34M |
 | PINS | 355K | $11.40M |
 | PCG | 337K | $5.08M |
 | ABL | 275K | $1.58M |
 | GLNG | 261K | $10.56M |
 | FRO | 250K | $5.70M |
 | BKR | 213K | $10.36M |
 | COF | 202K | $43.01M |
 | EAT | 189K | $23.98M |
 | SLM | 179K | $4.96M |
 | JPM | 171K | $53.88M |
 | ESTA | 155K | $6.36M |
James River Group Holdings, Ltd.
JRVR
Shares Held
819K
Value
$4.55M
HDFC Bank Limited
HDB
Shares Held
756K
Value
$25.81M
Nu Holdings Ltd.
NU
Shares Held
692K
Value
$11.07M
Adecoagro S.A.
AGRO
Shares Held
622K
Value
$4.88M
StubHub Holdings, Inc.
STUB
Shares Held
593K
Value
$9.99M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
569K
Value
$22.75M
Perpetua Resources Corp.
PPTA
Shares Held
526K
Value
$10.64M
JBS N.V.
JBS
Shares Held
480K
Value
$7.17M
Parsons Corporation
PSN
Shares Held
438K
Value
$36.34M
Pinterest, Inc.
PINS
Shares Held
355K
Value
$11.40M
Pacific Gas & Electric Co.
PCG
Shares Held
337K
Value
$5.08M
Abacus Global Management, Inc.
ABL
Shares Held
275K
Value
$1.58M
Golar LNG Limited
GLNG
Shares Held
261K
Value
$10.56M
Frontline Ltd.
FRO
Shares Held
250K
Value
$5.70M
Baker Hughes Company
BKR
Shares Held
213K
Value
$10.36M
Capital One Financial Corporation
COF
Shares Held
202K
Value
$43.01M
Brinker International, Inc.
EAT
Shares Held
189K
Value
$23.98M
SLM Corporation
SLM
Shares Held
179K
Value
$4.96M
JPMorgan Chase & Co.
JPM
Shares Held
171K
Value
$53.88M
Establishment Labs Holdings Inc.
ESTA
Shares Held
155K
Value
$6.36M