Discovery Capital Management, LLC / Ct - Q12026 Holdings

Discovery Capital Management, LLC / Ct holds 77 stocks with a total portfolio value of $ 1.92B as of Q12026. In Q12026, Discovery Capital Management, LLC / Ct added 27 new positions, increased stakes in 26 stocks, reduced 8 holdings, and fully exited 38 positions. The largest holding is Sandisk Corp (SNDK), representing 6.06% of the total portfolio.