# EDGAR Filing Document

**Accession Number:** 0001389507
**File Stem:** 0000919574-26-003353
**Filing Date:** 2026-5
**Character Count:** 11667
**Document Hash:** 0330dda149bf4584658117d2391f4757
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000919574-26-003353.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0000919574-26-003353

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DISCOVERY CAPITAL MANAGEMENT, LLC / CT
- **CENTRAL INDEX KEY:** 0001389507

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12212
- **FILM NUMBER:** 26985585

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** DISCOVERY CAPITAL MANAGEMENT LLC / CT<br>**Address:** 20 MARSHALL STREET<br>SUITE 310<br>SOUTH NORWALK, CT 06854

**Form 13F File Number:** 028-12212

**CRD Number (if applicable):** 000161263

**SEC File Number (if applicable):** 801-74047

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Gismondi<br>**Title:** Chief Executive Officer<br>**Phone:** 203-956-7953

**Signature, Place, and Date of Signing:**

/s/ Michael Gismondi  South Norwalk, CT  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 77

**Form 13F Information Table Value Total:** $1924698657

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADECOAGRO S A | COM | L00849106 |  | 19138739 | 1274217 | SH |  | SOLE |  | 1274217 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 8789034 | 43300 | SH |  | SOLE |  | 43300 | 0 | 0 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 4642000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| ALLIANCE LAUNDRY HLDGS INC | COM | 01862Q107 |  | 3111000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 25908788 | 124400 | SH |  | SOLE |  | 124400 | 0 | 0 |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 02390A101 |  | 113237783 | 4444183 | SH |  | SOLE |  | 4444183 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 20154720 | 50640 | SH |  | SOLE |  | 50640 | 0 | 0 |
| AVIS BUDGET GROUP INC | COM | 053774105 |  | 80024540 | 548677 | SH |  | SOLE |  | 548677 | 0 | 0 |
| BANCO BBVA ARGENTINA S A | SPONSORED ADS | 058934100 |  | 16180450 | 1007500 | SH |  | SOLE |  | 1007500 | 0 | 0 |
| BRINKS CO | COM | 109696104 |  | 6114792 | 59006 | SH |  | SOLE |  | 59006 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 49039008 | 268810 | SH |  | SOLE |  | 268810 | 0 | 0 |
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 |  | 39750568 | 3474700 | SH |  | SOLE |  | 3474700 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 19125424 | 67400 | SH |  | SOLE |  | 67400 | 0 | 0 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 14390766 | 160200 | SH |  | SOLE |  | 160200 | 0 | 0 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 12232220 | 1447600 | SH |  | SOLE |  | 1447600 | 0 | 0 |
| COINSHARES BITCOIN ETF | COM | 91916J100 |  | 923979 | 48300 | SH |  | SOLE |  | 48300 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 44388491 | 6072297 | SH |  | SOLE |  | 6072297 | 0 | 0 |
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 |  | 993829 | 179716 | SH |  | SOLE |  | 179716 | 0 | 0 |
| CONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | 21240E105 |  | 6980598 | 964171 | SH |  | SOLE |  | 964171 | 0 | 0 |
| CREDICORP LTD | COM | G2519Y108 |  | 47722626 | 140700 | SH |  | SOLE |  | 140700 | 0 | 0 |
| ECHOSTAR CORP | CL A | 278768106 |  | 48267961 | 412300 | SH |  | SOLE |  | 412300 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 8206016 | 41600 | SH |  | SOLE |  | 41600 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 17275680 | 309600 | SH |  | SOLE |  | 309600 | 0 | 0 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 |  | 8049250 | 275000 | SH |  | SOLE |  | 275000 | 0 | 0 |
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 |  | 33022305 | 7454245 | SH |  | SOLE |  | 7454245 | 0 | 0 |
| GEO GROUP INC | COM | 36162J106 |  | 23969379 | 1425900 | SH |  | SOLE |  | 1425900 | 0 | 0 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 908427 | 12286 | SH |  | SOLE |  | 12286 | 0 | 0 |
| GOLAR LNG LTD | SHS | G9456A100 |  | 14420315 | 266500 | SH |  | SOLE |  | 266500 | 0 | 0 |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 |  | 40597016 | 869129 | SH |  | SOLE |  | 869129 | 0 | 0 |
| GRUPO TELEVISA S A B | SPON ADR REP ORD | 40049J206 |  | 65148908 | 22387941 | SH |  | SOLE |  | 22387941 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 4553040 | 183000 | SH |  | SOLE |  | 183000 | 0 | 0 |
| HERTZ GLOBAL HLDGS INC | *W EXP 06/30/205 | 42806J148 |  | 10659923 | 4675405 | SH |  | SOLE |  | 4675405 | 0 | 0 |
| HUYA INC | ADS REP SHS A | 44852D108 |  | 1542090 | 467300 | SH |  | SOLE |  | 467300 | 0 | 0 |
| INFLEQTION INC | COM SHS | 45676K103 |  | 3881817 | 395700 | SH |  | SOLE |  | 395700 | 0 | 0 |
| INTERCORP FINL SVCS INC | SHS | P5626F128 |  | 53081681 | 1057404 | SH |  | SOLE |  | 1057404 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 9209694 | 21300 | SH |  | SOLE |  | 21300 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 62879290 | 1834285 | SH |  | SOLE |  | 1834285 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 24731915 | 643725 | SH |  | SOLE |  | 643725 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 4678168 | 56657 | SH |  | SOLE |  | 56657 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 999751 | 12566 | SH |  | SOLE |  | 12566 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 420530 | 7405 | SH |  | SOLE |  | 7405 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 612312 | 2469 | SH |  | SOLE |  | 2469 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 14526772 | 44200 | SH |  | SOLE |  | 44200 | 0 | 0 |
| ISHARES TR | U.S. BAS MTL ETF | 464287838 |  | 2049468 | 11650 | SH |  | SOLE |  | 11650 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 950801 | 10055 | SH |  | SOLE |  | 10055 | 0 | 0 |
| JAMES RIV GROUP HOLDINGS INC | COM SHS | 46990A102 |  | 5161937 | 819355 | SH |  | SOLE |  | 819355 | 0 | 0 |
| JBS N.V. | CL A SHS | N4732M103 |  | 60442584 | 3365400 | SH |  | SOLE |  | 3365400 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 45506552 | 154700 | SH |  | SOLE |  | 154700 | 0 | 0 |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 48138M105 |  | 4810859 | 697226 | SH |  | SOLE |  | 697226 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 63674099 | 298016 | SH |  | SOLE |  | 298016 | 0 | 0 |
| LENZ THERAPEUTICS INC | COM | 52635N103 |  | 2207895 | 241300 | SH |  | SOLE |  | 241300 | 0 | 0 |
| MEDLINE INC | COM CL A | 58507V107 |  | 11125000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 93260732 | 276050 | SH |  | SOLE |  | 276050 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 32213229 | 2241700 | SH |  | SOLE |  | 2241700 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 9975680 | 57200 | SH |  | SOLE |  | 57200 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 87263856 | 1409300 | SH |  | SOLE |  | 1409300 | 0 | 0 |
| ONEMEDNET CORP | CL A | 68270C103 |  | 95425 | 112252 | SH |  | SOLE |  | 112252 | 0 | 0 |
| PARSONS CORP DEL | COM | 70202L102 |  | 27036247 | 499100 | SH |  | SOLE |  | 499100 | 0 | 0 |
| PERPETUA RESOURCES CORP | COM | 714266103 |  | 36744404 | 1306700 | SH |  | SOLE |  | 1306700 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 14175426 | 772924 | SH |  | SOLE |  | 772924 | 0 | 0 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 |  | 26356351 | 1399700 | SH |  | SOLE |  | 1399700 | 0 | 0 |
| QXO INC | COM NEW | 82846H405 |  | 26723668 | 1376090 | SH |  | SOLE |  | 1376090 | 0 | 0 |
| RAMACO RES INC | COM CL A | 75134P600 |  | 85205626 | 5511360 | SH |  | SOLE |  | 5511360 | 0 | 0 |
| RAMACO RES INC | COM CL B | 75134P501 |  | 1299531 | 127405 | SH |  | SOLE |  | 127405 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 12601275 | 884300 | SH |  | SOLE |  | 884300 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 15510708 | 71600 | SH |  | SOLE |  | 71600 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 9240165 | 49500 | SH |  | SOLE |  | 49500 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 116711958 | 183700 | SH |  | SOLE |  | 183700 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 293458 | 682 | SH |  | SOLE |  | 682 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R556 |  | 584583 | 3215 | SH |  | SOLE |  | 3215 | 0 | 0 |
| STUBHUB HLDGS INC | CL A | 86384P109 |  | 5993564 | 960507 | SH |  | SOLE |  | 960507 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 15415920 | 52000 | SH |  | SOLE |  | 52000 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 24358286 | 46600 | SH |  | SOLE |  | 46600 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 21001800 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| VNET GROUP INC | SPONSORED ADS A | 90138A103 |  | 50409637 | 6008300 | SH |  | SOLE |  | 6008300 | 0 | 0 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 |  | 6931104 | 424700 | SH |  | SOLE |  | 424700 | 0 | 0 |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 |  | 24875234 | 538192 | SH |  | SOLE |  | 538192 | 0 | 0 |

---