DISCOVERY CAPITAL MANAGEMENT, LLC / CT Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$597.5B
Holdings
28
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —INTELSAT S A | 6,398,569 | $145.9B | 24.42% | |
| 2 | —INTELSAT S A | 59,000,000 | $86.8B | 14.52% | |
| 3 | EPIWISDOMTREE TR | 2,270,400 | $54.1B | 9.06% | |
| 4 | NBISYANDEX N V | 861,511 | $30.2B | 5.05% | |
| 5 | YYEURYY INC | 485,141 | $27.3B | 4.57% | |
| 6 | TMUST MOBILE US INC | 308,755 | $24.3B | 4.07% | |
| 7 | SESEA LTD | 655,250 | $20.3B | 3.39% | |
| 8 | EEMISHARES TR | 487,800 | $19.9B | 3.34% | |
| 9 | MAMASTERCARD INC | 72,470 | $19.7B | 3.29% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 487,700 | $19.6B | 3.29% | |
| 11 | BABOEING CO | 50,000 | $19.0B | 3.18% | Put |
| 12 | IBNICICI BK LTD | 1,529,646 | $18.6B | 3.12% | |
| 13 | TCRTZIOPHARM ONCOLOGY INC | 4,191,127 | $17.9B | 3.00% | |
| 14 | UBERUBER TECHNOLOGIES INC | 423,652 | $12.9B | 2.16% | |
| 15 | CCOCAMECO CORP | 1,334,713 | $12.7B | 2.12% | |
| 16 | —ETF MANAGERS TR | 245,040 | $11.4B | 1.91% | |
| 17 | DAYCERIDIAN HCM HLDG INC | 225,000 | $11.1B | 1.86% | |
| 18 | XARSPDR SERIES TRUST | 101,070 | $10.8B | 1.81% | |
| 19 | PYPLPAYPAL HLDGS INC | 94,800 | $9.8B | 1.64% | |
| 20 | DDOGDATADOG INC | 175,000 | $5.9B | 0.99% | |
| 21 | DTDYNATRACE INC | 245,000 | $4.6B | 0.77% | |
| 22 | PACKRANPAK HLDGS CORP | 600,000 | $3.6B | 0.61% | |
| 23 | GDSGDS HLDGS LTD | 70,206 | $2.8B | 0.47% | |
| 24 | PINGUSDPING IDENTITY HLDG CORP | 150,000 | $2.6B | 0.43% | |
| 25 | —CLARIVATE ANALYTICS PLC | 350,000 | $2.1B | 0.35% | Call |
| 26 | CLVTCLARIVATE ANALYTICS PLC | 100,000 | $1.7B | 0.28% | |
| 27 | IFSINTERCORP FINL SVCS INC | 36,940 | $1.5B | 0.25% | |
| 28 | —LORAL SPACE & COMMUNICATNS I | 7,150 | $296.0M | 0.05% |