Stock Taper 
DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Digital Realty Trust, Inc. | DLR | 23.5K | $4.22M |
 Hut 8 Corp. | HUT | 23.9K | $2.76M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 26.9K | $10.23M |
 The Goldman Sachs Group, Inc. | GS | 27K | $27.31M |
 ServiceTitan, Inc. | TTAN | 32.91K | $2.33M |
 Rubrik, Inc. | RBRK | 33.17K | $2.66M |
 Champion Homes, Inc. | SKY | 35.8K | $3.15M |
 Ouster, Inc. | OUST | 40.67K | $2.54M |
 First Solar, Inc. | FSLR | 41.6K | $9.82M |
 Roblox Corporation | RBLX | 43.79K | $2.38M |
 Ulta Beauty, Inc. | ULTA | 52K | $23.45M |
 The Brink's Company | BCO | 59.01K | $5.58M |
 TeraWulf Inc. | WULF | 64.52K | $1.59M |
 Cipher Mining Inc. | CIFR | 70.82K | $1.74M |
 Salesforce, Inc. | CRM | 71.9K | $11.26M |
 ProPetro Holding Corp. | PUMP | 75K | $1.08M |
 Agnico Eagle Mines Limited | AEM | 77.3K | $11.99M |
 Ferrari N.V. | RACE | 81.58K | $30.37M |
 AppLovin Corporation | APP | 83.04K | $42.78M |
 LPL Financial Holdings Inc. | LPLA | 93.5K | $26.34M |