Stock Taper 
DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Karman Holdings Inc. | KRMN | 100K | $4.99M |
 Five Below, Inc. | FIVE | 102.7K | $18.46M |
 Take-Two Interactive Software, Inc. | TTWO | 115K | $28.75M |
 Nextpower Inc. | NXT | 116.8K | $13.92M |
 Valero Energy Corporation | VLO | 119.4K | $31.1M |
 Ramaco Resources, Inc. | METCB | 128.93K | $1.1M |
 Churchill Downs Incorporated | CHDN | 138.2K | $12.39M |
 Zoom Communications, Inc. | ZM | 139.6K | $12.05M |
 COMPASS Pathways plc | CMPS | 150K | $2.12M |
 JPMorgan Chase & Co. | JPM | 151.3K | $49.53M |
 Figma, Inc. | FIG | 157.85K | $2.86M |
 ON Semiconductor Corporation | ON | 162.3K | $15.34M |
 Capital One Financial Corporation | COF | 173.21K | $34.75M |
 Amazon.com, Inc. | AMZN | 176.44K | $42.05M |
 IREN Limited | IREN | 181.2K | $8.29M |
 Sandisk Corporation | SNDK | 207.59K | $472M |
 LENZ Therapeutics, Inc. | LENZ | 241.3K | $1.37M |
 Credicorp Ltd. | BAP | 271.87K | $105.91M |
 Halliburton Company | HAL | 304.7K | $10.34M |
 Avis Budget Group, Inc. | CAR | 353.85K | $52.31M |