Discovery Capital Management’s Adecoagro AGRO Stock Holding History

Discovery Capital Management’s Portfolio AGRO Stock Details AGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Buy	1,379,217 +105,000	+8%	+$1.32M	0.55%	42
2026 Q1	$19.1M	Buy	1,274,217 +70,682	+6%	+$698K	0.99%	33
2025 Q4	$9.54M	Buy	1,203,535 +581,660	+94%	+$4.57M	0.52%	55
2025 Q3	$4.88M	Buy	621,875 +350,965	+130%	+$3.08M	0.27%	61
2025 Q2	$2.48M	Sell	270,910 -82,599	-23%	-$805K	0.19%	55
2025 Q1	$3.95M	Sell	353,509 -869,111	-71%	-$8.92M	0.47%	38
2024 Q4	$11.5M	Sell	1,222,620 -61,374	-5%	-$670K	0.78%	39
2024 Q3	$14.2M	Sell	1,283,994 -1,092,620	-46%	-$11.4M	1.73%	20
2024 Q2	$23.1M	Buy	2,376,614 +667,878	+39%	+$6.92M	2.97%	13
2024 Q1	$18.8M	Buy	1,708,736 +71,238	+4%	+$732K	2.48%	13
2023 Q4	$18.2M	Buy	1,637,498 +1,317,608	+412%	+$14.5M	2.75%	11
2023 Q3	$3.74M	Buy	+319,890	New	+$3.46M	0.66%	26
2022 Q3	–	Sell	-337,517	Closed	-$2.85M	–	49
2022 Q2	$2.85M	Sell	337,517 -323,564	-49%	-$3.49M	0.37%	44
2022 Q1	$7.99M	Buy	+661,081	New	+$6.09M	0.69%	31

Other funds holding AGRO

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Discovery Capital Management's AGRO Position: Q2 2026 in Review

Discovery Capital Management increased its Adecoagro (AGRO) stake by 8.2% in Q2 2026, buying an estimated $1.32M and bringing the position to 1,379,217 shares worth $13.2M. The position accounts for 0.55% of the portfolio, ranked #42.

Discovery Capital Management first reported a position in AGRO in Q1 2022 and has held it in 14 quarters since. The position peaked at $23.1M in Q2 2024. 87 funds tracked by Wall St. Rank hold AGRO as of Q2 2026.

Discovery Capital Management held 1,379,217 shares of Adecoagro worth $13.2M as of Q2 2026.
Discovery Capital Management bought 105,000 Adecoagro shares in Q2 2026, an estimated $1.32M.
Adecoagro made up 0.55% of Discovery Capital Management's portfolio in Q2 2026, its #42 holding.
Discovery Capital Management first reported a position in Adecoagro in Q1 2022 and has held it in 14 quarters since.
Discovery Capital Management's Adecoagro position peaked at $23.1M in Q2 2024.
87 funds tracked by Wall St. Rank held Adecoagro as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.