13F HOLDINGS REPORT
DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000919574-24-006351
Total Value
$819.5M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRUPO FINANCIERO GALICIA S.A | GGAL | 1,509,879 | $63.6M | 7.75% |
| 2 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 1,258,766 | $55.6M | 6.79% |
| 3 | AMAZON COM INC | AMZN | 254,800 | $47.5M | 5.79% |
| 4 | GRUPO TELEVISA S A B | GRPFF | 17,436,731 | $44.6M | 5.45% |
| 5 | VISTRA CORP | VST | 367,000 | $43.5M | 5.31% |
| 6 | GENIUS SPORTS LIMITED | GENI | 5,361,505 | $42.0M | 5.13% |
| 7 | CONSTELLATION ENERGY CORP | CEG | 161,300 | $41.9M | 5.12% |
| 8 | META PLATFORMS INC | META | 65,910 | $37.7M | 4.60% |
| 9 | APPLOVIN CORP | APP | 243,200 | $31.7M | 3.87% |
| 10 | ISHARES BITCOIN TRUST ETF | IBIT | 853,517 | $30.8M | 3.76% |
| 11 | AMERICA MOVIL SAB DE CV | AMXOF | 1,853,988 | $30.3M | 3.70% |
| 12 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 192,957 | $29.7M | 3.62% |
| 13 | HERTZ GLOBAL HLDGS INC | HTZWW | 9,269,786 | $20.3M | 2.48% |
| 14 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 210,550 | $19.8M | 2.41% |
| 15 | WISDOMTREE TR | WT | 389,900 | $19.7M | 2.40% |
| 16 | YPF SOCIEDAD ANONIMA | YPF | 745,379 | $15.8M | 1.93% |
| 17 | JD.COM INC | JDCMF | 366,100 | $14.6M | 1.79% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 137,900 | $14.6M | 1.79% |
| 19 | SNAP INC | SNAP | 1,355,800 | $14.5M | 1.77% |
| 20 | ADECOAGRO S A | AGRO | 1,283,994 | $14.2M | 1.73% |
| 21 | COMPASS INC | COMP | 2,273,161 | $13.9M | 1.69% |
| 22 | ADOBE INC | ADBE | 24,900 | $12.9M | 1.57% |
| 23 | CREDICORP LTD | BAP | 66,900 | $12.1M | 1.48% |
| 24 | PHILIP MORRIS INTL INC | 718172109 | 93,200 | $11.3M | 1.38% |
| 25 | MCDONALDS CORP | MCD | 33,800 | $10.3M | 1.26% |
| 26 | NETFLIX INC | NFLX | 14,400 | $10.2M | 1.25% |
| 27 | GLOBAL X FDS | 37954Y871 | 342,200 | $9.8M | 1.19% |
| 28 | CROWDSTRIKE HLDGS INC | CRWD | 33,300 | $9.3M | 1.14% |
| 29 | VIKING THERAPEUTICS INC | VKTX | 131,400 | $8.3M | 1.02% |
| 30 | CENTRUS ENERGY CORP | LEU | 144,700 | $7.9M | 0.97% |
| 31 | PAMPA ENERGIA S A | 697660207 | 116,293 | $7.0M | 0.85% |
| 32 | AGNICO EAGLE MINES LTD | AEM | 73,800 | $5.9M | 0.73% |
| 33 | ENPHASE ENERGY INC | ENPH | 51,100 | $5.8M | 0.70% |
| 34 | SPDR SER TR | 78468R556 | 41,200 | $5.4M | 0.66% |
| 35 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 29,500 | $5.1M | 0.63% |
| 36 | GEO GROUP INC NEW | GEO | 387,100 | $5.0M | 0.61% |
| 37 | LENNAR CORP | LEN-B | 26,200 | $4.9M | 0.60% |
| 38 | JAMES RIV GROUP LTD | G5005R107 | 768,555 | $4.8M | 0.59% |
| 39 | EPR PPTYS | 26884U109 | 82,618 | $4.1M | 0.49% |
| 40 | HDFC BANK LTD | HDB | 60,200 | $3.8M | 0.46% |
| 41 | BIONTECH SE | BNTX | 30,700 | $3.6M | 0.44% |
| 42 | NVIDIA CORPORATION | NVDA | 30,000 | $3.6M | 0.44% |
| 43 | UNITED STATES STL CORP NEW | UNTCW | 94,700 | $3.3M | 0.41% |
| 44 | GRINDR INC | GRND | 259,700 | $3.1M | 0.38% |
| 45 | BANCO BBVA ARGENTINA S A | BBAR | 272,000 | $2.8M | 0.34% |
| 46 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,441 | $2.2M | 0.27% |
| 47 | OKLO INC | OKLO | 216,400 | $1.8M | 0.21% |
| 48 | ISHARES TR | 46429B598 | 27,590 | $1.6M | 0.20% |
| 49 | ISHARES INC | 464286822 | 27,152 | $1.5M | 0.18% |
| 50 | ONEMEDNET CORP | ONMDW | 2,301,791 | $1.4M | 0.17% |
| 51 | ISHARES TR | 464287440 | 12,187 | $1.2M | 0.15% |
| 52 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 19,100 | $496,600 | 0.06% |
| 53 | TIDAL TR II | 88636J337 | 26,750 | $487,920 | 0.06% |
| 54 | ISHARES TR | 464288513 | 5,965 | $478,990 | 0.06% |
| 55 | SPDR S&P 500 ETF TR | SPY | 699 | $401,058 | 0.05% |
| 56 | GLOBAL X FDS | 37954Y293 | 6,286 | $342,147 | 0.04% |
| 57 | ISHARES TR | 464287655 | 1,084 | $239,445 | 0.03% |
| 58 | ISHARES TR | 464287457 | 2,878 | $239,306 | 0.03% |
| 59 | KYVERNA THERAPEUTICS INC | KYTX | 25,000 | $122,250 | 0.01% |