Stock Taper 
DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 4.57K | $1.98M |
 Ciena Corporation | CIEN | 4.01K | $1.97M |
 Coherent, Inc. | COHR | 3.88K | $1.53M |
 Eli Lilly and Company | LLY | 2.27K | $2.72M |
 Micron Technology, Inc. | MU | 1.5K | $1.73M |