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Size ($ in 1000's)
At 09/30/2019: $597,527
At 06/30/2019: $1,047,868
Discovery Capital Management LLC CT holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Discovery Capital Management LLC CT 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2019
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size
($ in 1000's) |
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 INTELSAT S A |
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$232,647 | | I | 6,398,569 | +490,936 | $145,887 | | NOTE 4 | 59,000,000 | +59,000,000 | $86,760 | | WISDOMTREE TR |
2,270,400 |
+1,648,127 |
$54,149 | | EPI | 2,270,400 | +1,648,127 | $54,149 | | YANDEX N V |
861,511 |
-4,400 |
$30,162 | | YNDX | 861,511 | -4,400 | $30,162 | | YY INC |
485,141 |
+209,341 |
$27,279 | | YY | 485,141 | +209,341 | $27,279 | | T MOBILE US INC |
308,755 |
-444,545 |
$24,321 | | TMUS | 308,755 | -444,545 | $24,321 | | SEA LTD |
655,250 |
+655,250 |
$20,280 | | SE | 655,250 | +655,250 | $20,280 | | ISHARES TR (EEM) |
487,800 |
-30,435 |
$19,936 | | EEM | 487,800 | -30,435 | $19,936 | | MASTERCARD INC |
72,470 |
+72,470 |
$19,681 | | MA | 72,470 | +72,470 | $19,681 | | VANGUARD INTL EQUITY INDEX F (VWO) |
487,700 |
-941,600 |
$19,635 | | VWO | 487,700 | -941,600 | $19,635 | | ICICI BK LTD |
1,529,646 |
-1,051,897 |
$18,631 | | IBN | 1,529,646 | -1,051,897 | $18,631 | | ZIOPHARM ONCOLOGY INC |
4,191,127 |
+1,439,739 |
$17,938 | | ZIOP | 4,191,127 | +1,439,739 | $17,938 | | UBER TECHNOLOGIES INC |
423,652 |
+423,652 |
$12,909 | | UBER | 423,652 | +423,652 | $12,909 | | CAMECO CORP |
1,334,713 |
-78,200 |
$12,675 | | CCJ | 1,334,713 | -78,200 | $12,675 | | ETF MANAGERS TR (IPAY) |
245,040 |
+245,040 |
$11,421 | | IPAY | 245,040 | +245,040 | $11,421 | | CERIDIAN HCM HLDG INC |
225,000 |
+225,000 |
$11,108 | | CDAY | 225,000 | +225,000 | $11,108 | | SPDR SERIES TRUST (XAR) |
101,070 |
+101,070 |
$10,797 | | XAR | 101,070 | +101,070 | $10,797 | | PAYPAL HLDGS INC |
94,800 |
+94,800 |
$9,820 | | PYPL | 94,800 | +94,800 | $9,820 | | DATADOG INC |
175,000 |
+175,000 |
$5,934 | | DDOG | 175,000 | +175,000 | $5,934 | | DYNATRACE INC |
245,000 |
+245,000 |
$4,574 | | DT | 245,000 | +245,000 | $4,574 | | CLARIVATE ANALYTICS PLC |
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$3,749 | | Call | 350,000 | +350,000 | $2,062 | | CCC | 100,000 | +100,000 | $1,687 | | RANPAK HLDGS CORP |
600,000 |
UNCH |
$3,636 | | PACK | 600,000 | UNCH | $3,636 | | GDS HLDGS LTD |
70,206 |
+70,206 |
$2,814 | | GDS | 70,206 | +70,206 | $2,814 | | PING IDENTITY HLDG CORP |
150,000 |
+150,000 |
$2,588 | | PING | 150,000 | +150,000 | $2,588 | | INTERCORP FINL SVCS INC |
36,940 |
+36,940 |
$1,523 | | IFS | 36,940 | +36,940 | $1,523 | | LORAL SPACE & COMMUNICATNS I |
7,150 |
+7,150 |
$296 | | LORL | 7,150 | +7,150 | $296 |
See Full List: All Stocks Held By Discovery Capital Management LLC CT
— Including:
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• Biggest exits
• Biggest increased positions
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See Details: Top 10 Stocks Held By Discovery Capital Management LLC CT
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