DISCOVERY CAPITAL MANAGEMENT, LLC / CT: 13F holdings
CIK 13895072026Q2
| Positions | 113 |
|---|---|
| Reported value | $2.4bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SNDK SANDISK CORP | 207,587 | $472.0m | 19.6% |
| CREDICORP LTD | 271,865 | $105.9m | 4.4% |
| AMX AMERICA MOVIL SAB DE CV | 3,988,067 | $103.6m | 4.3% |
| AMC ENTMT HLDGS INC | 51,799,352 | $98.4m | 4.1% |
| COMP COMPASS INC | 7,526,497 | $92.8m | 3.9% |
| T1 ENERGY INC | 7,465,100 | $70.8m | 2.9% |
| METC RAMACO RES INC | 5,311,360 | $70.3m | 2.9% |
| JBS N.V. | 5,436,300 | $64.4m | 2.7% |
| TV GRUPO TELEVISA S A B | 22,117,634 | $59.9m | 2.5% |
| CVX CHEVRON CORPORATION | 355,336 | $58.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1389507")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.