Stock Taper 
DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 1.5K | $1.73M |
 Eli Lilly and Company | LLY | 2.27K | $2.72M |
 Coherent, Inc. | COHR | 3.88K | $1.53M |
 Ciena Corporation | CIEN | 4.01K | $1.97M |
 Lam Research Corporation | LRCX | 4.57K | $1.98M |
 Vertiv Holdings Co | VRT | 7.59K | $2.54M |
 Advanced Micro Devices, Inc. | AMD | 7.82K | $4.54M |
 QUALCOMM Incorporated | QCOM | 8.59K | $1.59M |
 Snowflake Inc. | SNOW | 9.73K | $2.48M |
 Rambus Inc. | RMBS | 9.96K | $1.32M |
 Palo Alto Networks, Inc. | PANW | 10.17K | $3.47M |
 Alphabet Inc. | GOOGL | 10.21K | $3.65M |
 Cloudflare, Inc. | NET | 10.93K | $2.68M |
 Marvell Technology, Inc. | MRVL | 11.8K | $3.51M |
 Arista Networks, Inc. | ANET | 12.31K | $2.09M |
 Prologis, Inc. | PLD | 13.19K | $1.79M |
 Datadog, Inc. | DDOG | 13.68K | $3.56M |
 Intuit Inc. | INTU | 13.8K | $3.6M |
 Reddit, Inc. | RDDT | 13.98K | $2.43M |
 Chubb Limited | CB | 14.61K | $4.98M |