0000919574-20-007110.txt : 20201116 0000919574-20-007110.hdr.sgml : 20201116 20201116130023 ACCESSION NUMBER: 0000919574-20-007110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201315091 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 09-30-2020 09-30-2020 false DISCOVERY CAPITAL MANAGEMENT, LLC / CT

20 MARSHALL STREET SUITE 310 SOUTH NORWALK CT 06854

13F HOLDINGS REPORT 028-12212 N Michael Gismondi 203-956-7953 /s/ Michael Gismondi South Norwalk CT 11-16-2020 0 62 652448 INFORMATION TABLE 2 infotable.xml 21VIANET GROUP INC SPONSORED ADS A 90138A103 21392 923646 SH SOLE 923646 0 0 ACM RESEARCH INC COM CL A 00108J109 16577 239902 SH SOLE 239902 0 0 ACTIVISION BLIZZARD INC COM 00507V109 3145 38850 SH SOLE 38850 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2227 27165 SH SOLE 27165 0 0 ADVANCED MICRO DEVICES INC COM 007903107 8199 100000 SH Call SOLE 100000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 54127 184118 SH SOLE 184118 0 0 ALPHABET INC CAP STK CL A 02079K305 3764 2568 SH SOLE 2568 0 0 AMAZON COM INC COM 023135106 1574 500 SH Call SOLE 500 0 0 AMAZON COM INC COM 023135106 9604 3050 SH SOLE 3050 0 0 AMYRIS INC COM NEW 03236M200 2044 700000 SH SOLE 700000 0 0 ANAPLAN INC COM 03272L108 6318 100962 SH SOLE 100962 0 0 ANGI HOMESERVICES INC COM CL A 00183L102 11125 1002725 SH SOLE 1002725 0 0 ASANA INC CL A 04342Y104 2880 100000 SH SOLE 100000 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 4288 1250000 SH SOLE 1250000 0 0 BANCO MACRO SA SPON ADR B 05961W105 5220 365053 SH SOLE 365053 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3471 16300 SH SOLE 16300 0 0 CALLAWAY GOLF CO COM 131193104 6317 330055 SH SOLE 330055 0 0 CAPITAL ONE FINL CORP COM 14040H105 5030 70000 SH SOLE 70000 0 0 CHINDATA GROUP HLDGS LTD ADS 16955F107 1623 100000 SH SOLE 100000 0 0 COMMSCOPE HLDG CO INC COM 20337X109 24346 2705150 SH SOLE 2705150 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 4295 31276 SH SOLE 31276 0 0 DISCOVER FINL SVCS COM 254709108 16704 289100 SH SOLE 289100 0 0 EVENTBRITE INC COM CL A 29975E109 4813 443600 SH SOLE 443600 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1781 19425 SH SOLE 19425 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 4078 27700 SH SOLE 27700 0 0 FISERV INC COM 337738108 35717 346600 SH SOLE 346600 0 0 FLYING EAGLE ACQUISITION COR COM 34407Y103 723 59422 SH SOLE 59422 0 0 GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 5586 771516 SH SOLE 771516 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 14950 299244 SH SOLE 299244 0 0 IAC INTERACTIVECORP NEW COM 44891N109 1580 13195 SH SOLE 13195 0 0 ICICI BANK LIMITED ADR 45104G104 2802 285000 SH SOLE 285000 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 5194 1305000 SH SOLE 1305000 0 0 JOYY INC ADS REPSTG COM A 46591M109 16267 201650 SH SOLE 201650 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 1018 18900 SH SOLE 18900 0 0 MGIC INVT CORP WIS COM 552848103 1131 127600 SH SOLE 127600 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 18934 184252 SH SOLE 184252 0 0 MICRON TECHNOLOGY INC COM 595112103 4696 100000 SH Call SOLE 100000 0 0 MICRON TECHNOLOGY INC COM 595112103 2710 57700 SH SOLE 57700 0 0 MICROSOFT CORP COM 594918104 4417 21000 SH SOLE 21000 0 0 NOVAVAX INC COM NEW 670002401 32223 297400 SH SOLE 297400 0 0 NXP SEMICONDUCTORS N V COM N6596X109 6954 55720 SH SOLE 55720 0 0 ORACLE CORP COM 68389X105 13015 218000 SH SOLE 218000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 43436 4572248 SH SOLE 4572248 0 0 PFIZER INC COM 717081103 13377 364500 SH SOLE 364500 0 0 RADIAN GROUP INC COM 750236101 1464 100200 SH SOLE 100200 0 0 RANPAK HOLDINGS CORP COM CL A 75321W103 6131 644028 SH SOLE 644028 0 0 SABRE CORP COM 78573M104 3002 461060 SH SOLE 3002 0 0 SABRE CORP COM 78573M104 1302 200000 SH Call SOLE 200000 0 0 SEA LTD SPONSORD ADS 81141R100 6116 39706 SH SOLE 39706 0 0 SNOWFLAKE INC CL A 833445109 6275 25000 SH SOLE 25000 0 0 SPLUNK INC COM 848637104 2791 14837 SH SOLE 14837 0 0 SYNCHRONY FINANCIAL COM 87165B103 4671 178500 SH SOLE 178500 0 0 T-MOBILE US INC COM 872590104 45527 398100 SH SOLE 398100 0 0 TESLA INC COM 88160R101 4110 9580 SH SOLE 9580 0 0 TRAVELERS COMPANIES INC COM 89417E109 16611 153533 SH SOLE 153533 0 0 UNITY SOFTWARE INC COM 91332U101 13788 157977 SH SOLE 157977 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 36233 2092000 SH SOLE 2092000 0 0 VROOM INC COM 92918V109 3852 74398 SH SOLE 74398 0 0 YY INC NOTE 1.375% 6/1 98426TAF3 13492 12500000 SH SOLE 12500000 0 0 YY INC NOTE 0.750% 6/1 98426TAD8 8114 7500000 SH SOLE 7500000 0 0 ZIOPHARM ONCOLOGY INC COM 98973P101 26225 10406850 SH SOLE 10406850 0 0 ZYNGA INC CL A 98986T108 3072 336874 SH SOLE 336874 0 0