0000919574-18-001681.txt : 20180214 0000919574-18-001681.hdr.sgml : 20180214 20180214121019 ACCESSION NUMBER: 0000919574-18-001681 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 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: 18609600 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 12-31-2017 12-31-2017 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 02-14-2018 0 52 3231229 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 167494 16293165 SH SOLE 16293165 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45021 261100 SH SOLE 261100 0 0 ALTABA INC COM 021346101 122391 1752193 SH SOLE 1752193 0 0 AMAZON COM INC COM 023135106 117764 100699 SH SOLE 100699 0 0 ANDEAVOR COM 03349M105 30823 269570 SH SOLE 269570 0 0 ASSURED GUARANTY LTD COM G0585R106 11776 347694 SH SOLE 347694 0 0 AUTODESK INC COM 052769106 13879 132400 SH SOLE 132400 0 0 BANCO MACRO SA SPON ADR B 05961W105 53679 463229 SH SOLE 463229 0 0 BANK AMER CORP COM 060505104 119965 4063844 SH SOLE 4063844 0 0 BITAUTO HLDGS LTD SPONSORED ADS 091727107 23643 743493 SH SOLE 743493 0 0 BROADCOM LTD SHS Y09827109 40765 158682 SH SOLE 158682 0 0 BWX TECHNOLOGIES INC COM 05605H100 31944 528087 SH SOLE 528087 0 0 CONCHO RES INC COM 20605P101 30964 206122 SH SOLE 206122 0 0 CONSTELLATION BRANDS INC CL A 21036P108 111043 485817 SH SOLE 485817 0 0 CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 27293 3403127 SH SOLE 3403127 0 0 CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 17115 16718000 SH SOLE 16718000 0 0 DEVON ENERGY CORP NEW COM 25179M103 50652 1223485 SH SOLE 1223485 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 96919 1955202 SH SOLE 1955202 0 0 EOG RES INC COM 26875P101 84008 778500 SH SOLE 778500 0 0 ESPERION THERAPEUTICS INC NE COM 29664W105 31286 475175 SH SOLE 475175 0 0 FACEBOOK INC CL A 30303M102 100053 567000 SH SOLE 567000 0 0 FLEX LTD ORD Y2573F102 7020 390200 SH SOLE 390200 0 0 GENERAL DYNAMICS CORP COM 369550108 42668 209724 SH SOLE 209724 0 0 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 128023 1944163 SH SOLE 1944163 0 0 GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 74416 2538073 SH SOLE 2538073 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 21918 92992 SH SOLE 92992 0 0 ICICI BK LTD ADR 45104G104 22050 2266172 SH SOLE 2266172 0 0 II VI INC COM 902104108 116367 2478535 SH SOLE 2478535 0 0 INTELSAT S A COM L5140P101 25164 7423034 SH SOLE 7423034 0 0 IQVIA HLDGS INC COM 46266C105 70989 725114 SH SOLE 725114 0 0 ISHARES INC MSCI STH AFR ETF 464286780 48993 700000 SH Put SOLE 700000 0 0 MBIA INC COM 55262C100 23170 3165250 SH SOLE 3165250 0 0 PARSLEY ENERGY INC CL A 701877102 82907 2816118 SH SOLE 2816118 0 0 PEABODY ENERGY CORP NEW COM 704551100 195916 4976268 SH SOLE 4976268 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 50542 4911722 SH SOLE 4911722 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 40276 4097216 SH SOLE 4097216 0 0 PG&E CORP COM 69331C108 38106 850000 SH Put SOLE 850000 0 0 PNC FINL SVCS GROUP INC COM 693475105 37421 259349 SH SOLE 259349 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 94468 606500 SH Put SOLE 606500 0 0 RSP PERMIAN INC COM 74978Q105 10780 265000 SH SOLE 265000 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 9675 133885 SH SOLE 133885 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 268236 3712100 SH Call SOLE 3712100 0 0 SIGNET JEWELERS LIMITED SHS G81276100 77095 1363302 SH SOLE 1363302 0 0 SLM CORP COM 78442P106 78381 6936398 SH SOLE 6936398 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 46689 793357 SH SOLE 793357 0 0 T MOBILE US INC COM 872590104 5968 93969 SH SOLE 93969 0 0 TERADYNE INC COM 880770102 32817 783781 SH SOLE 783781 0 0 TIFFANY & CO NEW COM 886547108 79064 760601 SH SOLE 760601 0 0 TIME WARNER INC COM NEW 887317303 64506 705212 SH SOLE 705212 0 0 TRUECAR INC COM 89785L107 9109 813297 SH SOLE 813297 0 0 YANDEX N V SHS CLASS A N97284108 36003 1099321 SH SOLE 1099321 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 64015 2794189 SH SOLE 2794189 0 0