0000919574-16-011179.txt : 20160216 0000919574-16-011179.hdr.sgml : 20160215 20160216164123 ACCESSION NUMBER: 0000919574-16-011179 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160216 DATE AS OF CHANGE: 20160216 EFFECTIVENESS DATE: 20160216 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: 161429482 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 12-31-2015 12-31-2015 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 02-16-2016 0 91 8439159 INFORMATION TABLE 2 infotable.xml 21VIANET GROUP INC SPONSORED ADR 90138A103 15174 717780 SH SOLE 717780 0 0 AERCAP HOLDINGS NV SHS N00985106 145337 3367394 SH SOLE 3367394 0 0 AETNA INC NEW COM 00817Y108 23116 213800 SH SOLE 213800 0 0 ALBEMARLE CORP COM 012653101 14751 263367 SH SOLE 263367 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 861544 10601004 SH SOLE 10601004 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 272255 3350000 SH Call SOLE 3350000 0 0 ALPHABET INC CAP STK CL C 02079K107 116482 153492 SH SOLE 153492 0 0 AMAZON COM INC COM 023135106 147679 218495 SH SOLE 218495 0 0 APPLIED MATLS INC COM 038222105 24382 1305921 SH SOLE 1305921 0 0 ARAMARK COM 03852U106 77932 2416507 SH SOLE 2416507 0 0 ATLASSIAN CORP PLC CL A G06242104 15040 500000 SH SOLE 500000 0 0 AVAGO TECHNOLOGIES LTD SHS Y0486S104 97785 673683 SH SOLE 673683 0 0 AVAGO TECHNOLOGIES LTD SHS Y0486S104 26127 180000 SH Call SOLE 180000 0 0 BAIDU INC SPON ADR REP A 056752108 166017 878209 SH SOLE 878209 0 0 BAKER HUGHES INC COM 057224107 59857 1297000 SH SOLE 1297000 0 0 BANCO MACRO SA SPON ADR B 05961W105 8257 142066 SH SOLE 142066 0 0 BANK AMER CORP COM 060505104 111701 6637000 SH SOLE 6637000 0 0 BOB EVANS FARMS INC COM 096761101 70707 1820000 SH SOLE 1820000 0 0 BROOKDALE SR LIVING INC COM 112463104 78085 4229976 SH SOLE 4229976 0 0 BRUNSWICK CORP COM 117043109 8688 172000 SH SOLE 172000 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 181096 5676984 SH SOLE 5676984 0 0 CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 12634 4696594 SH SOLE 4696594 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 95970 200000 SH Put SOLE 200000 0 0 CIGNA CORPORATION COM 125509109 42443 290048 SH SOLE 290048 0 0 CONCHO RES INC COM 20605P101 94565 1018363 SH SOLE 1018363 0 0 CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 56042 3265863 SH SOLE 3265863 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 68856 1486200 SH SOLE 1486200 0 0 DARDEN RESTAURANTS INC COM 237194105 31666 497577 SH SOLE 497577 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 16114 317900 SH SOLE 317900 0 0 DIAMONDBACK ENERGY INC COM 25278X109 13968 208795 SH SOLE 208795 0 0 DOLLAR TREE INC COM 256746108 146478 1896888 SH SOLE 1896888 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 32108 1083250 SH SOLE 1083250 0 0 EMERGENT CAP INC COM 29102N105 2334 632440 SH SOLE 632440 0 0 EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 770 1000 SH SOLE 1000 0 0 ENDO INTL PLC SHS G30401106 337006 5504830 SH SOLE 5504830 0 0 ESPERION THERAPEUTICS INC NE COM 29664W105 14859 667532 SH SOLE 667532 0 0 ESSENT GROUP LTD COM G3198U102 4552 207949 SH SOLE 207949 0 0 FERRARI N V COM N3167J106 4800 100000 SH SOLE 100000 0 0 FIAT CHRYSLER AUTOMOBILES N MAN COV SEC 16 N31738110 61783 52960000 SH SOLE 52960000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 56475 8342000 SH SOLE 8342000 0 0 GENERAL ELECTRIC CO COM 369604103 116813 3750000 SH Call SOLE 3750000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 85375 473700 SH SOLE 473700 0 0 GOPRO INC CL A 38268T103 14930 829000 SH SOLE 829000 0 0 GRACE W R & CO DEL NEW COM 38388F108 26259 263675 SH SOLE 263675 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 70645 1146829 SH SOLE 1146829 0 0 HRG GROUP INC COM 40434J100 32242 2377728 SH SOLE 2377728 0 0 HUMANA INC COM 444859102 64683 362350 SH SOLE 362350 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 9740 276000 SH SOLE 276000 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 405835 11500000 SH Call SOLE 11500000 0 0 JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 19705 2174921 SH SOLE 2174921 0 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 104597 875216 SH SOLE 875216 0 0 MARATHON PETE CORP COM 56585A102 77760 1500000 SH SOLE 1500000 0 0 MCDONALDS CORP COM 580135101 210744 1783850 SH SOLE 1783850 0 0 MEDIVATION INC COM 58501N101 170330 3523582 SH SOLE 3523582 0 0 MGIC INVT CORP WIS COM 552848103 77402 8765786 SH SOLE 8765786 0 0 MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6975 5000000 PRN SOLE 5000000 0 0 MOMENTA PHARMACEUTICALS INC COM 60877T100 66808 4501915 SH SOLE 4501915 0 0 MORGAN STANLEY COM NEW 617446448 136675 4296600 SH SOLE 4296600 0 0 NETEASE INC SPONSORED ADR 64110W102 201156 1109889 SH SOLE 1109889 0 0 NIKE INC CL B 654106103 47975 767600 SH SOLE 767600 0 0 NOKIA CORP SPONSORED ADR 654902204 59670 8500000 SH Call SOLE 8500000 0 0 PANERA BREAD CO CL A 69840W108 16362 84000 SH SOLE 84000 0 0 PARTY CITY HOLDCO INC COM 702149105 9947 770463 SH SOLE 770463 0 0 PFIZER INC COM 717081103 470826 14585700 SH SOLE 14585700 0 0 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 122682 1684964 SH SOLE 1684964 0 0 QUALCOMM INC COM 747525103 33090 662000 SH SOLE 662000 0 0 RADIAN GROUP INC COM 750236101 56885 4248305 SH SOLE 4248305 0 0 SCHWAB CHARLES CORP NEW COM 808513105 297700 9040384 SH SOLE 9040384 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 178725 7500000 SH Call SOLE 7500000 0 0 SOUTHWEST AIRLS CO COM 844741108 11755 273000 SH SOLE 273000 0 0 SPRINT CORP COM SER 1 85207U105 114643 31669299 SH SOLE 31669299 0 0 STATE STR CORP COM 857477103 75093 1131600 SH SOLE 1131600 0 0 T MOBILE US INC COM 872590104 196310 5018146 SH SOLE 5018146 0 0 T MOBILE US INC CONV PFD SER A 872590203 50783 750000 SH SOLE 750000 0 0 TAL ED GROUP ADS REPSTG COM 874080104 31458 676955 SH SOLE 676955 0 0 TEMPUR SEALY INTL INC COM 88023U101 69021 979582 SH SOLE 979582 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 194176 2958200 SH SOLE 2958200 0 0 TIFFANY & CO NEW COM 886547108 55669 729700 SH SOLE 729700 0 0 TOWERS WATSON & CO CL A 891894107 28420 221237 SH SOLE 221237 0 0 TWITTER INC NOTE 0.250% 9/1 90184LAB8 90137 105500000 PRN SOLE 105500000 0 0 TWITTER INC NOTE 1.000% 9/1 90184LAD4 108861 129500000 PRN SOLE 129500000 0 0 UNITED CONTL HLDGS INC COM 910047109 28020 489000 SH SOLE 489000 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 106690 1959777 SH SOLE 1959777 0 0 VISA INC COM CL A 92826C839 20334 262200 SH SOLE 262200 0 0 VMWARE INC CL A COM 928563402 28285 500000 SH Call SOLE 500000 0 0 WEIBO CORP SPONSORED ADR 948596101 21521 1103623 SH SOLE 1103623 0 0 WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 8308 171062 SH SOLE 171062 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 43987 2214860 SH SOLE 2214860 0 0 YOUKU TUDOU INC SPONSORED ADR 98742U100 72682 2679023 SH SOLE 2679023 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 114161 7262124 SH SOLE 7262124 0 0 YUM BRANDS INC COM 988498101 160874 2202250 SH SOLE 2202250 0 0