0000919574-24-001346.txt : 20240214 0000919574-24-001346.hdr.sgml : 20240214 20240214124442 ACCESSION NUMBER: 0000919574-24-001346 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DISCOVERY CAPITAL MANAGEMENT, LLC / CT CENTRAL INDEX KEY: 0001389507 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: CT FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12212 FILM NUMBER: 24635129 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 12-31-2023 12-31-2023 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 02-14-2024 0 49 661210311 INFORMATION TABLE 2 infotable.xml ABERCROMBIE & FITCH CO CL A 002896207 13788786 156300 SH SOLE 156300 0 0 ADECOAGRO S A COM L00849106 18176228 1637498 SH SOLE 1637498 0 0 ALAUNOS THERAPEUTICS INC COM 98973P101 282931 4001856 SH SOLE 4001856 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4053773 52300 SH SOLE 52300 0 0 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 8022864 433200 SH SOLE 433200 0 0 ARISTA NETWORKS INC COM 040413106 12348260 52432 SH SOLE 52432 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 3488450 996700 SH SOLE 996700 0 0 BANCO MACRO SA SPON ADR B 05961W105 7637386 266111 SH SOLE 266111 0 0 BEYOND INC COM 690370101 8967240 323844 SH SOLE 323844 0 0 CELSIUS HLDGS INC COM NEW 15118V207 5348412 98100 SH SOLE 98100 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 15135750 1953000 SH SOLE 1953000 0 0 CENTRUS ENERGY CORP CL A 15643U104 7873127 144700 SH SOLE 144700 0 0 CHENIERE ENERGY INC COM NEW 16411R208 7903873 46300 SH SOLE 46300 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 5843016 33596 SH SOLE 33596 0 0 COMPASS INC CL A 20464U100 13999604 3723299 SH SOLE 3723299 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 27186078 1396306 SH SOLE 1396306 0 0 EA SERIES TRUST FREEDOM 100 EM 02072L607 2002393 60863 SH SOLE 60863 0 0 FORMFACTOR INC COM 346375108 2728168 65408 SH SOLE 65408 0 0 GENIUS SPORTS LIMITED SHARES CL A G3934V109 14216348 2300380 SH SOLE 2300380 0 0 GLOBAL X FDS GB MSCI AR ETF 37950E259 3039328 59200 SH SOLE 59200 0 0 GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 20021167 1159639 SH SOLE 1159639 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 49880585 14934307 SH SOLE 14934307 0 0 HARMONIC INC COM 413160102 5390892 413412 SH SOLE 413412 0 0 HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148 34369902 6271880 SH SOLE 6271880 0 0 HERTZ GLOBAL HLDGS INC COM NEW 42806J700 45141786 4344734 SH SOLE 4344734 0 0 INTERCORP FINL SVCS INC SHS P5626F128 6406525 291869 SH SOLE 291869 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 17085795 108275 SH SOLE 108275 0 0 ISHARES INC MSCI MEXICO ETF 464286822 31604191 465795 SH SOLE 465795 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 13728792 392700 SH SOLE 392700 0 0 ISHARES TR MSCI INDIA ETF 46429B598 2267713 46460 SH SOLE 46460 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 403007 4181 SH SOLE 4181 0 0 ISHARES TR IBOXX HI YD ETF 464288513 218549 2824 SH SOLE 2824 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 24729490 3558200 SH SOLE 3558200 0 0 JAMES RIV GROUP LTD COM G5005R107 3959562 428524 SH SOLE 428524 0 0 MERCADOLIBRE INC COM 58733R102 7126934 4535 SH SOLE 4535 0 0 NUTANIX INC CL A 67059N108 10722810 224844 SH SOLE 224844 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 3935532 315600 SH SOLE 315600 0 0 RTX CORPORATION COM 75513E101 20807822 247300 SH SOLE 247300 0 0 SEMTECH CORP COM 816850101 8735517 398700 SH SOLE 398700 0 0 SPDR SER TR OILGAS EQUIP 78468R549 3000105 35500 SH SOLE 35500 0 0 STONECO LTD COM CL A G85158106 40318686 2236200 SH SOLE 2236200 0 0 UNDER ARMOUR INC CL C 904311206 3668155 439300 SH SOLE 439300 0 0 UNDER ARMOUR INC CL A 904311107 10038180 1142000 SH SOLE 1142000 0 0 VANECK ETF TRUST VANECK VIETNAM 92189F817 3785004 292957 SH SOLE 292957 0 0 VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 85008808 2880678 SH SOLE 2880678 0 0 VITAL ENERGY INC COM 516806205 11166294 245467 SH SOLE 245467 0 0 WOLFSPEED INC COM 977852102 5508366 126600 SH SOLE 126600 0 0 XP INC CL A G98239109 3522057 135100 SH SOLE 135100 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 6616070 384879 SH SOLE 384879 0 0