Holdings Channel
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

Discovery Capital Management LLC CT Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
INTELSAT S A      $232,647
     I6,398,569+490,936$145,887
     NOTE 459,000,000+59,000,000$86,760
WISDOMTREE TR 2,270,400 +1,648,127 $54,149
     EPI2,270,400+1,648,127$54,149
YANDEX N V 861,511 -4,400 $30,162
     YNDX861,511-4,400$30,162
YY INC 485,141 +209,341 $27,279
     YY485,141+209,341$27,279
T MOBILE US INC 308,755 -444,545 $24,321
     TMUS308,755-444,545$24,321
SEA LTD 655,250 +655,250 $20,280
     SE655,250+655,250$20,280
ISHARES TR (EEM) 487,800 -30,435 $19,936
     EEM487,800-30,435$19,936
MASTERCARD INC 72,470 +72,470 $19,681
     MA72,470+72,470$19,681
VANGUARD INTL EQUITY INDEX F (VWO) 487,700 -941,600 $19,635
     VWO487,700-941,600$19,635
ICICI BK LTD 1,529,646 -1,051,897 $18,631
     IBN1,529,646-1,051,897$18,631
ZIOPHARM ONCOLOGY INC 4,191,127 +1,439,739 $17,938
     ZIOP4,191,127+1,439,739$17,938
UBER TECHNOLOGIES INC 423,652 +423,652 $12,909
     UBER423,652+423,652$12,909
CAMECO CORP 1,334,713 -78,200 $12,675
     CCJ1,334,713-78,200$12,675
ETF MANAGERS TR (IPAY) 245,040 +245,040 $11,421
     IPAY245,040+245,040$11,421
CERIDIAN HCM HLDG INC 225,000 +225,000 $11,108
     CDAY225,000+225,000$11,108
SPDR SERIES TRUST (XAR) 101,070 +101,070 $10,797
     XAR101,070+101,070$10,797
PAYPAL HLDGS INC 94,800 +94,800 $9,820
     PYPL94,800+94,800$9,820
DATADOG INC 175,000 +175,000 $5,934
     DDOG175,000+175,000$5,934
DYNATRACE INC 245,000 +245,000 $4,574
     DT245,000+245,000$4,574
CLARIVATE ANALYTICS PLC      $3,749
     Call350,000+350,000$2,062
     CCC100,000+100,000$1,687
RANPAK HLDGS CORP 600,000 UNCH $3,636
     PACK600,000UNCH$3,636
GDS HLDGS LTD 70,206 +70,206 $2,814
     GDS70,206+70,206$2,814
PING IDENTITY HLDG CORP 150,000 +150,000 $2,588
     PING150,000+150,000$2,588
INTERCORP FINL SVCS INC 36,940 +36,940 $1,523
     IFS36,940+36,940$1,523
LORAL SPACE & COMMUNICATNS I 7,150 +7,150 $296
     LORL7,150+7,150$296

See Full List: All Stocks Held By Discovery Capital Management LLC CT
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Discovery Capital Management LLC CT

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