0000919574-18-007411.txt : 20181114 0000919574-18-007411.hdr.sgml : 20181114 20181114133451 ACCESSION NUMBER: 0000919574-18-007411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181182391 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 09-30-2018 09-30-2018 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 11-14-2018 0 50 1679262 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 57564 255000 SH Put SOLE 255000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 122372 1471000 SH SOLE 1471000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 110232 3568521 SH SOLE 3568521 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33680 204419 SH SOLE 204419 0 0 ALPHABET INC CAP STK CL C 02079K107 20969 17570 SH SOLE 17570 0 0 AMAZON COM INC COM 023135106 13620 6800 SH SOLE 6800 0 0 APPLIED OPTOELECTRONICS INC COM 03823U102 13439 544985 SH SOLE 544985 0 0 ARCO PLATFORM LTD COM CL A G04553106 4560 200000 SH SOLE 200000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 49428 300000 SH Call SOLE 300000 0 0 BANCO MACRO SA SPON ADR B 05961W105 17034 411740 SH SOLE 411740 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 12051 450000 SH SOLE 450000 0 0 BUNGE LIMITED COM G16962105 88164 1283132 SH SOLE 1283132 0 0 CARDLYTICS INC COM 14161W105 8005 319685 SH SOLE 319685 0 0 CONCHO RES INC COM 20605P101 31438 205816 SH SOLE 205816 0 0 CONSTELLATION BRANDS INC CL A 21036P108 95676 443726 SH SOLE 443726 0 0 DELEK US HLDGS INC NEW COM 24665A103 10179 239900 SH SOLE 239900 0 0 DIAMONDBACK ENERGY INC COM 25278X109 27565 203900 SH SOLE 203900 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 4361 125000 SH SOLE 125000 0 0 EMBRAER S A SP ADR REP 4 COM 29082A107 11337 578714 SH SOLE 578714 0 0 ENCANA CORP COM 292505104 65091 4965000 SH SOLE 4965000 0 0 EOG RES INC COM 26875P101 48387 379300 SH SOLE 379300 0 0 FACEBOOK INC CL A 30303M102 109465 665600 SH SOLE 665600 0 0 FLEX LTD ORD Y2573F102 74975 5714527 SH SOLE 5714527 0 0 GRAFTECH INTL LTD COM 384313508 13657 700000 SH SOLE 700000 0 0 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 8633 339494 SH SOLE 339494 0 0 GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 5583 727913 SH SOLE 727913 0 0 HOLLYFRONTIER CORP COM 436106108 8661 123900 SH SOLE 123900 0 0 ICICI BK LTD ADR 45104G104 40516 4772212 SH SOLE 4772212 0 0 II VI INC COM 902104108 30879 652828 SH SOLE 652828 0 0 INTELSAT S A COM L5140P101 174012 5800400 SH SOLE 5800400 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1194 6428 SH SOLE 6428 0 0 ISHARES TR US AER DEF ETF 464288760 684 3160 SH SOLE 3160 0 0 MARATHON PETE CORP COM 56585A102 39609 495300 SH SOLE 495300 0 0 MICROSOFT CORP COM 594918104 14331 125300 SH SOLE 125300 0 0 MOHAWK INDS INC COM 608190104 11345 64700 SH SOLE 64700 0 0 OPERA LTD SPONSORED ADS 68373M107 5169 575000 SH SOLE 575000 0 0 PARSLEY ENERGY INC CL A 701877102 64731 2213027 SH SOLE 2213027 0 0 PBF ENERGY INC CL A 69318G106 9188 184100 SH SOLE 184100 0 0 PHILLIPS 66 COM 718546104 18599 165000 SH SOLE 165000 0 0 RA MED SYS INC COM 74933X104 928 51000 SH SOLE 51000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 872 12800 SH SOLE 12800 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1031 23805 SH SOLE 23805 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 31204 525146 SH SOLE 525146 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 38246 211500 SH SOLE 211500 0 0 SVMK INC COM 78489X103 1122 70000 SH SOLE 70000 0 0 T MOBILE US INC COM 872590104 15840 225700 SH SOLE 225700 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 76074 551300 SH SOLE 551300 0 0 TELADOC HEALTH INC COM 87918A105 6476 75000 SH SOLE 75000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 18041 158600 SH SOLE 158600 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 13045 541071 SH SOLE 541071 0 0