DISCOVERY CAPITAL MANAGEMENT, LLC / CT Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$563.2T

Holdings

39

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
VISTVISTA ENERGY S.A.B. DE C.V.
3,287,400$99.9M0.00%
2
HTZHERTZ GLOBAL HLDGS INC
4,704,434$57.6M0.00%
3
NVDANVIDIA CORPORATION
119,015$51.8M0.00%
4
TLVGRUPO TELEVISA S A B
12,318,156$37.6M0.00%
5
GOOGLALPHABET INC
283,668$37.1M0.00%
6
CROXCROCS INC
379,332$33.5M0.00%
7
PFEPFIZER INC
954,350$31.7M0.00%
8
STNESTONECO LTD
1,711,100$18.3M0.00%
9
HTZWWHERTZ GLOBAL HLDGS INC
2,892,661$17.7M0.00%
10
CRDOCREDO TECHNOLOGY GROUP HOLDI
1,142,906$17.4M0.00%
11
AVGOBROADCOM INC
19,169$15.9M0.00%
12
8LP1VITAL ENERGY INC
255,467$14.2M0.00%
13
AMDADVANCED MICRO DEVICES INC
125,919$12.9M0.00%Call
14
COMPCOMPASS INC
4,033,299$11.7M0.00%
15
OVEROVERSTOCK COM INC DEL
709,869$11.2M0.00%
16
NTNXNUTANIX INC
280,144$9.8M0.00%
17
ANETEURARISTA NETWORKS INC
50,732$9.3M0.00%
18
PCGPG&E CORP
525,000$8.5M0.00%
19
MBLYMOBILEYE GLOBAL INC
200,000$8.3M0.00%
20
AMXAMERICA MOVIL SAB DE CV
374,600$6.5M0.00%
21
GGALGRUPO FINANCIERO GALICIA S.A
427,289$5.6M0.00%
22
IFSINTERCORP FINL SVCS INC
221,869$5.0M0.00%
23
YPFYPF SOCIEDAD ANONIMA
363,644$4.5M0.00%
24
HLITHARMONIC INC
439,412$4.2M0.00%
25
VNMVANECK ETF TRUST
292,957$4.0M0.00%
26
AGROADECOAGRO S A
319,890$3.7M0.00%
27
BMABANCO MACRO SA
172,900$3.4M0.00%
28
AMCAMC ENTMT HLDGS INC
342,003$2.7M0.00%
29
PAGSPAGSEGURO DIGITAL LTD
313,200$2.7M0.00%
30
RSPINVESCO EXCHANGE TRADED FD T
17,300$2.5M0.00%
31
FMFFORMFACTOR INC
65,408$2.3M0.00%
32
INDAISHARES TR
46,460$2.1M0.00%
33
TCRTALAUNOS THERAPEUTICS INC
15,461,829$2.0M0.00%
34
TLTISHARES TR
22,850$2.0M0.00%
35
FRDMEA SERIES TRUST
60,863$1.7M0.00%
36
EWWISHARES INC
23,195$1.4M0.00%
37
OPRAOPERA LTD
100,000$1.1M0.00%
38
RAYZEBIO INC
50,000$1.1M0.00%
39
ODDODDITY TECH LTD
15,704$445K0.00%