0000919574-17-008013.txt : 20171114 0000919574-17-008013.hdr.sgml : 20171114 20171114130814 ACCESSION NUMBER: 0000919574-17-008013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DISCOVERY CAPITAL MANAGEMENT, LLC / CT CENTRAL INDEX KEY: 0001389507 IRS NUMBER: 000000000 STATE OF INCORPORATION: CT FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12212 FILM NUMBER: 171200060 BUSINESS ADDRESS: STREET 1: 20 MARSHALL STREET STREET 2: SUITE 310 CITY: SOUTH NORWALK STATE: CT ZIP: 06854 BUSINESS PHONE: 203-956-7953 MAIL ADDRESS: STREET 1: 20 MARSHALL STREET STREET 2: SUITE 310 CITY: SOUTH NORWALK STATE: CT ZIP: 06854 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001389507 XXXXXXXX 09-30-2017 09-30-2017 false DISCOVERY CAPITAL MANAGEMENT, LLC / CT

20 MARSHALL STREET SUITE 310 SOUTH NORWALK CT 06854

13F HOLDINGS REPORT 028-12212 N Michael Gismondi 203-956-7950 /s/ Michael Gismondi South Norwalk CT 11-14-2017 0 59 4193703 INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 43964 681500 SH SOLE 681500 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 20257 204200 SH SOLE 204200 0 0 ADVANCED MICRO DEVICES INC COM 007903107 278978 21880665 SH SOLE 21880665 0 0 ADVANCED MICRO DEVICES INC COM 007903107 34425 2700000 SH Call SOLE 2700000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46678 270270 SH SOLE 270270 0 0 ALLSTATE CORP COM 020002101 25193 274100 SH SOLE 274100 0 0 ALPHABET INC CAP STK CL C 02079K107 19134 19950 SH SOLE 19950 0 0 ALTICE USA INC CL A 02156K103 12290 450000 SH SOLE 450000 0 0 AMAZON COM INC COM 023135106 193071 200833 SH SOLE 200833 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 25407 535000 SH SOLE 535000 0 0 ARCH CAP GROUP LTD ORD G0450A105 31336 318131 SH SOLE 318131 0 0 BANCO MACRO SA SPON ADR B 05961W105 39684 338168 SH SOLE 338168 0 0 BANK AMER CORP COM 060505104 91655 3617000 SH SOLE 3617000 0 0 BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 14853 728440 SH SOLE 728440 0 0 BITAUTO HLDGS LTD SPONSORED ADS 091727107 18558 415361 SH SOLE 415361 0 0 BROADCOM LTD SHS Y09827109 137589 567282 SH SOLE 567282 0 0 BWX TECHNOLOGIES INC COM 05605H100 70145 1252138 SH SOLE 1252138 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 221768 610225 SH SOLE 610225 0 0 CONCHO RES INC COM 20605P101 24856 188700 SH SOLE 188700 0 0 CONSTELLATION BRANDS INC CL A 21036P108 112481 563958 SH SOLE 563958 0 0 CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 41184 3469585 SH SOLE 3469585 0 0 CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 21283 19718000 SH SOLE 19718000 0 0 DEVON ENERGY CORP NEW COM 25179M103 1487 40500 SH SOLE 40500 0 0 ELECTRONIC ARTS INC COM 285512109 14675 124300 SH SOLE 124300 0 0 EOG RES INC COM 26875P101 19832 205000 SH SOLE 205000 0 0 ESPERION THERAPEUTICS ORD COM 29664W105 39247 783059 SH SOLE 783059 0 0 FACEBOOK INC CL A 30303M102 82633 483600 SH SOLE 483600 0 0 FRONTIER COMMUNICATIONS CORP PFD CONV SER-A 35906A207 24050 1250000 SH SOLE 1250000 0 0 GENERAL DYNAMICS CORP COM 369550108 36768 178850 SH SOLE 178850 0 0 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 73302 1422227 SH SOLE 1422227 0 0 GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 58734 2378873 SH SOLE 2378873 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 79254 350000 SH SOLE 350000 0 0 INTELSAT ORD COM L5140P101 32667 6950413 SH SOLE 6950413 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 140771 950000 SH Put SOLE 950000 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 15331 368000 SH SOLE 368000 0 0 MACYS INC COM 55616P104 52007 2383466 SH SOLE 2383466 0 0 MBIA INC COM 55262C100 15318 1760700 SH SOLE 1760700 0 0 MCDONALDS CORP COM 580135101 64003 408498 SH SOLE 408498 0 0 MICRON TECHNOLOGY INC COM 595112103 132371 3365662 SH SOLE 3365662 0 0 PARSLEY ENERGY INC CL A 701877102 64568 2451320 SH SOLE 2451320 0 0 PEABODY ENERGY CORP NEW COM 704551100 264616 9121545 SH SOLE 9121545 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 121586 12110121 SH SOLE 12110121 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 76390 7907912 SH SOLE 7907912 0 0 QUINTILES IMS HOLDINGS INC COM 74876Y101 93501 983501 SH SOLE 983501 0 0 RAMACO RES INC COM 75134P303 5145 776000 SH SOLE 776000 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 30218 532000 SH SOLE 532000 0 0 SLM CORP COM 78442P106 95518 8327665 SH SOLE 8327665 0 0 SOTHEBYS COM 835898107 46936 1017909 SH SOLE 1017909 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 84970 1497000 SH SOLE 1497000 0 0 SPRINT CORP COM SER 1 85207U105 213783 27478488 SH SOLE 27478488 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 103368 1011135 SH SOLE 1011135 0 0 TERADYNE INC COM 880770102 60215 1614788 SH SOLE 1614788 0 0 TIFFANY & CO NEW COM 886547108 29415 320498 SH SOLE 320498 0 0 VISA INC COM CL A 92826C839 48497 460827 SH SOLE 460827 0 0 WEIBO CORP SPONSORED ADR 948596101 24656 249200 SH SOLE 249200 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 90403 3591700 SH SOLE 3591700 0 0 XILINX INC COM 983919101 172681 2437966 SH SOLE 2437966 0 0 YANDEX N V SHS CLASS A N97284108 103721 3147834 SH SOLE 3147834 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 56277 2525912 SH SOLE 2525912 0 0