SEC 13F Intelligence

Discovery Capital Management, LLC / Ct / NTNX

Discovery Capital Management, LLC / Ct’s Nutanix Inc Position

Does Discovery Capital Management, LLC / Ct own Nutanix Inc (NTNX)? Not currently — the last reported position was 224.8K shares worth $11M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2023
Shares
224.8K
% of Portfolio
+1.62%
Quarters Held
6
position exited

Position History NTNX

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $7MQ4 ’22Q1 ’23: $11MQ1 ’23Q2 ’23: $9MQ2 ’23Q3 ’23: $10MQ3 ’23Q4 ’23: $11MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023224.8K$11M+1.62%
Q3 2023280.1K$10M+1.73%
Q2 2023308.8K$9M+0.91%
Q1 2023432.8K$11M+1.28%
Q4 2022276.3K$7M+1.05%
Q3 2022109.3K$2M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Discovery Capital Management, LLC / Ct’s full portfolio or all institutional holders of NTNX.