0000919574-23-001462.txt : 20230214 0000919574-23-001462.hdr.sgml : 20230214 20230214120320 ACCESSION NUMBER: 0000919574-23-001462 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23625222 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 X0202 13F-HR LIVE false true false 0001389507 XXXXXXXX 12-31-2022 12-31-2022 false DISCOVERY CAPITAL MANAGEMENT, LLC / CT

20 MARSHALL STREET SUITE 310 SOUTH NORWALK CT 06854

13F HOLDINGS REPORT 028-12212 000161263 801-74047 N Michael Gismondi 203-956-7953 /s/Michael Gismondi South Norwalk CT 02-14-2023 0 48 686274137 INFORMATION TABLE 2 infotable.xml ALAUNOS THERAPEUTICS INC COM 98973P101 10506331 16185998 SH SOLE 16185998 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 11740620 645089 SH SOLE 645089 0 0 ARISTA NETWORKS INC COM 040413106 13117207 108094 SH SOLE 108094 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 4521287 233900 SH SOLE 233900 0 0 AT&T INC COM 00206R102 6680069 362850 SH SOLE 362850 0 0 BANCO MACRO SA SPON ADR B 05961W105 7002670 426472 SH SOLE 426472 0 0 BOEING CO COM 097023105 24592259 129100 SH SOLE 129100 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 1995499 45863 SH SOLE 45863 0 0 CALIX INC COM 13100M509 1580733 23100 SH SOLE 23100 0 0 COMPASS INC CL A 20464U100 8638673 3707585 SH SOLE 3707585 0 0 CORVUS PHARMACEUTICALS INC COM 221015100 466418 548727 SH SOLE 548727 0 0 CREDICORP LTD COM G2519Y108 24791865 182750 SH SOLE 182750 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1594538 119800 SH SOLE 119800 0 0 DENBURY INC COM 24790A101 61747739 709581 SH SOLE 709581 0 0 EA SERIES TRUST FREEDOM 100 EM 02072L607 1290620 46804 SH SOLE 46804 0 0 EPR PPTYS COM SH BEN INT 26884U109 14140662 374885 SH SOLE 374885 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 58914823 754158 SH SOLE 754158 0 0 GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 17217001 1769476 SH SOLE 1769476 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 18445665 4045102 SH SOLE 4045102 0 0 HARMONIC INC COM 413160102 1561520 119200 SH SOLE 119200 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 5171796 75600 SH SOLE 75600 0 0 HERTZ GLOBAL HLDGS INC COM NEW 42806J700 102931798 6688226 SH SOLE 6688226 0 0 HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148 12240924 1641975 SH Call SOLE 1641975 0 0 INTERCORP FINL SVCS INC SHS P5626F128 5213922 221869 SH SOLE 221869 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 4605865 126500 SH SOLE 126500 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4394419 16503 SH SOLE 16503 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 631283 22570 SH SOLE 22570 0 0 ISHARES INC MSCI MEXICO ETF 464286822 26331482 532487 SH SOLE 532487 0 0 ISHARES TR US AER DEF ETF 464288760 25112570 224500 SH SOLE 224500 0 0 ISHARES TR INTL TREA BD ETF 464288117 2378010 60741 SH SOLE 60741 0 0 JUNIPER NETWORKS INC COM 48203R104 13476989 421683 SH SOLE 421683 0 0 NUTANIX INC CL A 67059N108 7198058 276317 SH SOLE 276317 0 0 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 11362527 355746 SH SOLE 355746 0 0 QUALCOMM INC COM 747525103 3888028 35365 SH SOLE 35365 0 0 RAMBUS INC DEL COM 750917106 1248327 34850 SH SOLE 34850 0 0 ROGERS CORP COM 775133101 6754644 56600 SH SOLE 56600 0 0 SIGMA LITHIUM CORPORATION COM 826599102 8135826 288300 SH SOLE 288300 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 5457969 351900 SH SOLE 351900 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 4110692 45108 SH SOLE 45108 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 12714291 44884 SH SOLE 44884 0 0 SPIRIT AIRLS INC COM 848577102 4832228 248061 SH SOLE 248061 0 0 SUNRUN INC COM 86771W105 12367898 514900 SH SOLE 514900 0 0 SUPER GROUP SGHC LIMITED ORD SHS G8588X103 515625 171875 SH SOLE 171875 0 0 T-MOBILE US INC COM 872590104 46859680 334712 SH SOLE 334712 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 4186435 172779 SH SOLE 172779 0 0 VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 44741904 2857082 SH SOLE 2857082 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 7948701 243900 SH SOLE 243900 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 10916047 1187818 SH SOLE 1187818 0 0