Stock Taper 
DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Valero Energy Corporation | VLO | 119.4K | $31.1M |
 Nextpower Inc. | NXT | 116.8K | $13.92M |
 Take-Two Interactive Software, Inc. | TTWO | 115K | $28.75M |
 Five Below, Inc. | FIVE | 102.7K | $18.46M |
 Karman Holdings Inc. | KRMN | 100K | $4.99M |
 LPL Financial Holdings Inc. | LPLA | 93.5K | $26.34M |
 AppLovin Corporation | APP | 83.04K | $42.78M |
 Ferrari N.V. | RACE | 81.58K | $30.37M |
 Agnico Eagle Mines Limited | AEM | 77.3K | $11.99M |
 ProPetro Holding Corp. | PUMP | 75K | $1.08M |
 Salesforce, Inc. | CRM | 71.9K | $11.26M |
 Cipher Mining Inc. | CIFR | 70.82K | $1.74M |
 TeraWulf Inc. | WULF | 64.52K | $1.59M |
 The Brink's Company | BCO | 59.01K | $5.58M |
 Ulta Beauty, Inc. | ULTA | 52K | $23.45M |
 Roblox Corporation | RBLX | 43.79K | $2.38M |
 First Solar, Inc. | FSLR | 41.6K | $9.82M |
 Ouster, Inc. | OUST | 40.67K | $2.54M |
 Champion Homes, Inc. | SKY | 35.8K | $3.15M |
 Rubrik, Inc. | RBRK | 33.17K | $2.66M |