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Discovery Capital Management, LLC

All holdings · as of Mar 31, 2026

77 positions

CompanyClassValueShares% of portfolio
First Solar Inc$8.21M41,6000.4%
Forgent Power Solutions, Inc.FPSCommon Stock$8.05M275,0000.4%
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.VLRSADR$6.98M964,1710.4%
WOLFSPEED, INC.$6.93M424,7000.4%
BRINKS CO$6.11M59,0060.3%
StubHub Holdings, Inc.$5.99M960,5070.3%
James River Group Holdings, Inc.$5.16M819,3550.3%
Jumia Technologies AGJMIAADR$4.81M697,2260.2%
ISHARES TR$4.68M56,6570.2%
Alexandria Real Estate Equities Inc$4.64M100,0000.2%
HDFC BANK LTDHDBADR$4.55M183,0000.2%
Infleqtion, Inc.INFQCommon Stock$3.88M395,7000.2%
Alliance Laundry Holdings Inc.ALHCommon Stock$3.11M150,0000.2%
LENZ Therapeutics, Inc.$2.21M241,3000.1%
ISHARES TR$2.05M11,6500.1%
HUYA Inc.HUYAADR$1.54M467,3000.1%
Ramaco Resources, Inc.$1.30M127,4050.1%
ISHARES TR$999.8K12,5660.1%
COMPASS Pathways plcCMPSADR$993.8K179,7160.1%
ISHARES TR$950.8K10,0550.0%
COINSHARES BITCOIN ETF$924.0K48,3000.0%
GLOBAL X FDS$908.4K12,2860.0%
ISHARES TR$612.3K2,4690.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$584.6K3,2150.0%
ISHARES TR$420.5K7,4050.0%
SPDR GOLD TR$293.5K6820.0%
ONEMEDNET CORP$95.4K112,2520.0%
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