Discovery Capital Management’s VanEck Vietnam ETF VNM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-175,300	Closed	-$2.41M	–	102
2025 Q2	$2.41M	Buy	+175,300	New	+$2.22M	0.19%	56
2024 Q1	–	Sell	-292,957	Closed	-$3.79M	–	72
2023 Q4	$3.79M	Hold	292,957	–	–	0.57%	38
2023 Q3	$3.97M	Hold	292,957	–	–	0.7%	25
2023 Q2	$3.9M	Sell	292,957 -42,800	-13%	-$537K	0.41%	53
2023 Q1	$4.09M	Buy	+335,757	New	+$4.07M	0.46%	41
2022 Q2	–	Sell	-150,700	Closed	-$2.84M	–	89
2022 Q1	$2.84M	Buy	150,700 +50,000	+50%	+$984K	0.24%	60
2021 Q4	$2.14M	Buy	100,700 +49,200	+96%	+$1M	0.16%	61
2021 Q3	$992K	Buy	+51,500	New	+$1.01M	0.07%	69

Other funds holding VNM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Discovery Capital Management's VNM Position: Q3 2025 in Review

Discovery Capital Management sold out of VanEck Vietnam ETF (VNM) in Q3 2025, closing a stake of 175,300 shares — an estimated $2.41M sold.

Discovery Capital Management first reported a position in VNM in Q3 2021 and held it in 8 quarters. The position peaked at $4.09M in Q1 2023. 97 funds tracked by Wall St. Rank hold VNM as of Q3 2025.

Discovery Capital Management reported no remaining VanEck Vietnam ETF position as of Q3 2025 after selling out during the quarter.
Discovery Capital Management sold 175,300 VanEck Vietnam ETF shares in Q3 2025, an estimated $2.41M.
Discovery Capital Management first reported a position in VanEck Vietnam ETF in Q3 2021 and held it in 8 quarters.
Discovery Capital Management's VanEck Vietnam ETF position peaked at $4.09M in Q1 2023.
97 funds tracked by Wall St. Rank held VanEck Vietnam ETF as of Q3 2025.

Based on Discovery Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.