DISCOVERY CAPITAL MANAGEMENT, LLC / CT Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$314.9B
Holdings
22
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —INTELSAT S A | 8,631,327 | $60.7B | 19.27% | |
| 2 | GDSGDS HLDGS LTD | 679,406 | $35.0B | 11.13% | |
| 3 | TMUST MOBILE US INC | 365,900 | $28.7B | 9.11% | |
| 4 | TCRTZIOPHARM ONCOLOGY INC | 4,696,746 | $22.2B | 7.04% | |
| 5 | NBISYANDEX N V | 460,411 | $20.0B | 6.36% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 93,500 | $19.8B | 6.30% | |
| 7 | JOYYJOYY INC | 326,180 | $17.2B | 5.47% | |
| 8 | MAMASTERCARD INC | 54,970 | $16.4B | 5.21% | |
| 9 | CCOCAMECO CORP | 1,278,613 | $11.4B | 3.61% | |
| 10 | EDUNEW ORIENTAL ED & TECH GRP I | 85,100 | $10.3B | 3.28% | |
| 11 | SESEA LTD | 242,350 | $9.7B | 3.10% | |
| 12 | ARCPEURVEREIT INC | 1,000,000 | $9.2B | 2.93% | |
| 13 | IBNICICI BK LTD | 609,400 | $9.2B | 2.92% | |
| 14 | ATVIEURACTIVISION BLIZZARD INC | 136,800 | $8.1B | 2.58% | |
| 15 | CLVTCLARIVATE ANALYTICS PLC | 482,500 | $8.1B | 2.57% | |
| 16 | XARSPDR SERIES TRUST | 57,100 | $6.2B | 1.98% | |
| 17 | —INTELSAT S A | 8,000,000 | $5.4B | 1.73% | |
| 18 | PACKRANPAK HLDGS CORP | 577,428 | $4.7B | 1.49% | |
| 19 | VIAVVIAVI SOLUTIONS INC | 300,000 | $4.5B | 1.43% | |
| 20 | IGVISHARES TR | 13,000 | $3.0B | 0.96% | |
| 21 | EPIWISDOMTREE TR | 104,000 | $2.6B | 0.82% | |
| 22 | —CLARIVATE ANALYTICS PLC | 350,000 | $2.2B | 0.69% | Call |