DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in ULTA — Ulta Beauty, Inc.
CIK 1389507
SOUTH NORWALK, CT
Position in ULTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,450,960
-$907,326 QoQ
Shares Held
52,000
+11.6% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#108
of 1,014 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $41,915,393 across 2 Specialty Retail names. ULTA ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
This page
|
52,000 | $23,450,960 | |
| 2 | FIVE |
Five Below, Inc
|
102,700 | $18,464,433 |
All Filings in ULTA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,450,960 | 52,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,358,286 | 46,600 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||