Holdings Channel
Size ($ in 1000's)
At 03/31/2020: $363,634
At 12/31/2019: $314,860

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  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 34,397 +34,397 $67,065
     AMZN34,397+34,397$67,065
ACTIVISION BLIZZARD INC 628,636 +491,836 $37,391
     ATVI628,636+491,836$37,391
T MOBILE US INC 316,100 -49,800 $26,521
     TMUS316,100-49,800$26,521
GDS HLDGS LTD 425,906 -253,500 $24,690
     GDS425,906-253,500$24,690
ZIOPHARM ONCOLOGY INC 9,542,760 +4,846,014 $23,380
     ZIOP9,542,760+4,846,014$23,380
NVIDIA CORP 85,277 +85,277 $22,479
     NVDA85,277+85,277$22,479
ZYNGA INC 2,040,886 +2,040,886 $13,980
     ZNGA2,040,886+2,040,886$13,980
INTELSAT S A      $13,635
     I7,795,485-835,842$11,927
     NOTE 48,000,000UNCH$1,708
MICRON TECHNOLOGY INC 318,200 +318,200 $13,383
     MU318,200+318,200$13,383
GILEAD SCIENCES INC 177,400 +177,400 $13,262
     GILD177,400+177,400$13,262
SEA LTD 297,050 +54,700 $13,162
     SE297,050+54,700$13,162
MICROSOFT CORP 79,600 +79,600 $12,554
     MSFT79,600+79,600$12,554
HOME DEPOT INC 62,950 +62,950 $11,753
     HD62,950+62,950$11,753
CROWDSTRIKE HLDGS INC 201,792 +201,792 $11,236
     CRWD201,792+201,792$11,236
SPLUNK INC      $6,945
     SPLK50,019+50,019$6,314
     Call5,000+5,000$631
FIDELITY NATL INFORMATION SV 47,200 +47,200 $5,741
     FIS47,200+47,200$5,741
FORTINET INC 54,171 +54,171 $5,480
     FTNT54,171+54,171$5,480
VIAVI SOLUTIONS INC 437,238 +137,238 $4,901
     VIAV437,238+137,238$4,901
21VIANET GROUP INC 307,154 +307,154 $4,257
     VNET307,154+307,154$4,257
JOYY INC 78,706 -247,474 $4,192
     YY78,706-247,474$4,192
ASML HOLDING N V 15,766 +15,766 $4,125
     ASML15,766+15,766$4,125
ALPHABET INC 3,391 +3,391 $3,940
     GOOGL3,391+3,391$3,940
SONY CORP 66,098 +66,098 $3,912
     SNE66,098+66,098$3,912
YANDEX N V 114,111 -346,300 $3,885
     YNDX114,111-346,300$3,885
COMMUNITY HEALTH SYS INC NEW 1,084,760 +1,084,760 $3,623
     CYH1,084,760+1,084,760$3,623
RANPAK HLDGS CORP 577,428 UNCH $3,615
     PACK577,428UNCH$3,615
DYNATRACE INC 100,000 +100,000 $2,384
     DT100,000+100,000$2,384
ELANCO ANIMAL HEALTH INC 40,000 +40,000 $896
     ELAN40,000+40,000$896
MEDALLIA INC 40,000 +40,000 $802
     MDLA40,000+40,000$802

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

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

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