0000919574-20-005321.txt : 20200814 0000919574-20-005321.hdr.sgml : 20200814 20200814130019 ACCESSION NUMBER: 0000919574-20-005321 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201103527 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 06-30-2020 06-30-2020 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 08-14-2020 0 55 550637 INFORMATION TABLE 2 infotable.xml 21VIANET GROUP INC SPONSORED ADS A 90138A103 30352 1272099 SH SOLE 1272099 0 0 ACACIA COMMUNICATIONS INC COM 00401C108 3111 46300 SH Call SOLE 46300 0 0 ACTIVISION BLIZZARD INC COM 00507V109 4421 58246 SH SOLE 58246 0 0 AGORA INC ADS 00851L103 1104 25000 SH SOLE 25000 0 0 ALPHABET INC CAP STK CL A 02079K305 6208 4378 SH SOLE 4378 0 0 AMAZON COM INC COM 023135106 23817 8633 SH SOLE 8633 0 0 AMERICAN AIRLS GROUP INC NOTE 6.500% 7/0 02376RAF9 2835 3000000 SH SOLE 3000000 0 0 ANAPLAN INC COM 03272L108 4181 92282 SH SOLE 92282 0 0 ANGI HOMESERVICES INC COM CL A 00183L102 4276 351975 SH SOLE 351975 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 3345 9090 SH SOLE 9090 0 0 BANCO MACRO SA SPON ADR B 05961W105 6826 367990 SH SOLE 367990 0 0 CALLAWAY GOLF CO COM 131193104 7740 442055 SH SOLE 442055 0 0 COMCAST CORP NEW CL A 20030N101 3026 77625 SH SOLE 77625 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 3265 1084760 SH SOLE 1084760 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 9715 96868 SH SOLE 96868 0 0 DRAFTKINGS INC COM CL A 26142R104 3326 100000 SH SOLE 100000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 11009 82100 SH SOLE 82100 0 0 FISERV INC COM 337738108 8747 89600 SH SOLE 89600 0 0 GENERAL ELECTRIC CO COM 369604103 4098 600000 SH Put SOLE 600000 0 0 GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 7286 751183 SH SOLE 751183 0 0 GUARDANT HEALTH INC COM 40131M109 6085 75000 SH SOLE 75000 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 7007 154144 SH SOLE 154144 0 0 HOME DEPOT INC COM 437076102 4772 19050 SH SOLE 19050 0 0 IAC INTERACTIVECORP COM 44919P508 2799 8655 SH SOLE 8655 0 0 INPHI CORP COM 45772F107 37318 317600 SH SOLE 317600 0 0 ISHARES TR EXPANDED TECH 464287515 2899 10200 SH SOLE 10200 0 0 JD.COM INC SPON ADR CL A 47215P106 40910 679800 SH SOLE 679800 0 0 JOYY INC ADS REPSTG COM A 46591M109 17949 202700 SH SOLE 202700 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 3060 49400 SH SOLE 49400 0 0 MGIC INVT CORP WIS COM 552848103 2090 255200 SH SOLE 255200 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 6485 61582 SH SOLE 61582 0 0 MICRON TECHNOLOGY INC COM 595112103 3367 65360 SH SOLE 65360 0 0 NOVAVAX INC COM NEW 670002401 7752 93000 SH SOLE 93000 0 0 NVIDIA CORPORATION COM 67066G104 4872 12824 SH SOLE 12824 0 0 NXP SEMICONDUCTORS N V COM N6596X109 3076 26970 SH SOLE 26970 0 0 PG&E CORP COM 69331C108 2262 255000 SH SOLE 255000 0 0 RADIAN GROUP INC COM 750236101 3105 200200 SH SOLE 200200 0 0 RANPAK HLDGS CORP COM CL A 75321W103 4792 644028 SH SOLE 644028 0 0 SABRE CORP COM 78573M104 2507 311060 SH SOLE 311060 0 0 SEA LTD SPONSORED ADS 81141R100 54344 506750 SH SOLE 506750 0 0 SNAP INC CL A 83304A106 4980 212000 SH SOLE 212000 0 0 SPLUNK INC COM 848637104 2281 11479 SH SOLE 11479 0 0 T-MOBILE US INC RIGHT 07/27/2020 872590112 22 132580 SH SOLE 132580 0 0 T-MOBILE US INC COM 872590104 4166 40000 SH Call SOLE 40000 0 0 T-MOBILE US INC COM 872590104 51445 493955 SH SOLE 493955 0 0 TRAVELERS COMPANIES INC COM 89417E109 12298 107833 SH SOLE 107833 0 0 VERRA MOBILITY CORP COM 92511U102 1580 153740 SH SOLE 153740 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 8878 654700 SH SOLE 654700 0 0 VIAVI SOLUTIONS INC COM 925550105 4168 327123 SH SOLE 327123 0 0 YANDEX N V SHS CLASS A N97284108 18843 376711 SH SOLE 376711 0 0 YY INC NOTE 1.375% 6/1 98426TAF3 13827 12500000 SH SOLE 12500000 0 0 YY INC NOTE 0.750% 6/1 98426TAD8 8352 7500000 SH SOLE 7500000 0 0 ZIOPHARM ONCOLOGY INC COM 98973P101 31628 9642760 SH SOLE 9642760 0 0 ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5103 100000 SH SOLE 100000 0 0 ZYNGA INC CL A 98986T108 16927 1774274 SH SOLE 1774274 0 0