DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Top Portfolio Positions
66 positions ·
$1,887,008,368 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
183,700 | $116,711,958 | 6.19% |
| AMX |
America Movil Sab De Cv/
Communication Services
|
4,444,183 | $113,237,782 | 6.00% |
| MU |
Micron Technology Inc
Technology
|
276,050 | $93,260,732 | 4.94% |
| ON |
On Semiconductor Corp
Technology
|
1,409,300 | $87,263,856 | 4.62% |
| METC |
Ramaco Resources, Inc.
Basic Materials
|
5,511,360 | $85,205,625 | 4.52% |
| CAR |
Avis Budget Group, Inc.
Industrials
|
548,677 | $80,024,540 | 4.24% |
| TV |
Grupo Televisa, S.A.B.
Communication Services
|
22,387,941 | $65,148,908 | 3.45% |
| LRCX |
Lam Research Corp
Technology
|
298,016 | $63,674,098 | 3.37% |
| IREN |
IREN Ltd
Financial Services
|
1,834,285 | $62,879,289 | 3.33% |
| JBS |
Jbs N.V.
Consumer Defensive
|
3,365,400 | $60,442,584 | 3.20% |
Holdings in PRMB
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,356,351 | 1,399,700 | Shares | Sole | 2026-05-15 | |
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