Discovery Capital Management, Llc Buys Alibaba Group Holding, Palantir Technologies Inc, Fiserv Inc, Sells Sea, JD.com Inc, Yandex NV

• New Purchases: BABA, PLTR, COMM, DFS, ACMR, U, ORCL, PFE, SNOW, ITUB, COF, EB, SYF, MSFT, BBD, TSLA, VRM, BRK.B, ASAN, IBN, AMD, AMRS, EXPE, CD, IAC, LYV, FEAC,
• Added Positions: FISV, VRT, NVAX, MCHP, HDB, ANGI, TRV, NXPI, ZIOP, SABR, SPLK, PLAN, GGAL,
• Reduced Positions: SE, AMZN, ZNGA, TMUS, VNET, FIS, CRWD, GOOGL, ELY, RDN, ATVI, MTG, MU,
• Sold Out: JD, YNDX, GH, ZI, SNAP, NVDA, HD, VIAV, ASML, DKNG, CYH, KWEB, CMCSA, IGV, PCG, VRRM, API,

For the details of DISCOVERY CAPITAL MANAGEMENT, LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/discovery+capital+management%2C+llc+/current-portfolio/portfolio

1. Alibaba Group Holding Ltd (BABA) - 184,118 shares, 8.58% of the total portfolio. New Position
2. T-Mobile US Inc (TMUS) - 398,100 shares, 7.22% of the total portfolio. Shares reduced by 19.41%
3. Palantir Technologies Inc (PLTR) - 4,572,248 shares, 6.89% of the total portfolio. New Position
4. Vertiv Holdings Co (VRT) - 2,092,000 shares, 5.74% of the total portfolio. Shares added by 219.54%
5. Fiserv Inc (FISV) - 346,600 shares, 5.66% of the total portfolio. Shares added by 286.83%

Discovery Capital Management, Llc initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $253.35. The impact to a portfolio due to this purchase was 8.58%. The holding were 184,118 shares as of .

Discovery Capital Management, Llc initiated holding in Palantir Technologies Inc. The purchase prices were between $9.5 and $9.5, with an estimated average price of $9.5. The stock is now traded at around $18.94. The impact to a portfolio due to this purchase was 6.89%. The holding were 4,572,248 shares as of .

Discovery Capital Management, Llc initiated holding in CommScope Holding Co Inc. The purchase prices were between $7.75 and $11.07, with an estimated average price of $9.42. The stock is now traded at around $11.13. The impact to a portfolio due to this purchase was 3.86%. The holding were 2,705,150 shares as of .

Discovery Capital Management, Llc initiated holding in Discover Financial Services. The purchase prices were between $46.45 and $59.54, with an estimated average price of $52.39. The stock is now traded at around $78.30. The impact to a portfolio due to this purchase was 2.65%. The holding were 289,100 shares as of .

Discovery Capital Management, Llc initiated holding in ACM Research Inc. The purchase prices were between $58.97 and $112.29, with an estimated average price of $84.88. The stock is now traded at around $73.70. The impact to a portfolio due to this purchase was 2.63%. The holding were 239,902 shares as of .

Discovery Capital Management, Llc initiated holding in Unity Software Inc. The purchase prices were between $68.35 and $95.8, with an estimated average price of $84.34. The stock is now traded at around $114.09. The impact to a portfolio due to this purchase was 2.19%. The holding were 157,977 shares as of .

Discovery Capital Management, Llc added to a holding in Fiserv Inc by 286.83%. The purchase prices were between $93.06 and $104.07, with an estimated average price of $99.57. The stock is now traded at around $109.33. The impact to a portfolio due to this purchase was 4.2%. The holding were 346,600 shares as of .

Discovery Capital Management, Llc added to a holding in Vertiv Holdings Co by 219.54%. The purchase prices were between $13.54 and $17.66, with an estimated average price of $15.64. The stock is now traded at around $18.40. The impact to a portfolio due to this purchase was 3.94%. The holding were 2,092,000 shares as of .

Discovery Capital Management, Llc added to a holding in Novavax Inc by 219.78%. The purchase prices were between $79.44 and $178.51, with an estimated average price of $120.77. The stock is now traded at around $91.69. The impact to a portfolio due to this purchase was 3.51%. The holding were 297,400 shares as of .

Discovery Capital Management, Llc added to a holding in Microchip Technology Inc by 199.20%. The purchase prices were between $97.65 and $114.69, with an estimated average price of $104.16. The stock is now traded at around $127.08. The impact to a portfolio due to this purchase was 2%. The holding were 184,252 shares as of .

Discovery Capital Management, Llc added to a holding in HDFC Bank Ltd by 94.13%. The purchase prices were between $45.76 and $52.05, with an estimated average price of $48.54. The stock is now traded at around $68.05. The impact to a portfolio due to this purchase was 1.15%. The holding were 299,244 shares as of .

Discovery Capital Management, Llc added to a holding in ANGI Homeservices Inc by 184.89%. The purchase prices were between $9.8 and $16.53, with an estimated average price of $13.76. The stock is now traded at around $10.62. The impact to a portfolio due to this purchase was 1.14%. The holding were 1,002,725 shares as of .

Discovery Capital Management, Llc sold out a holding in JD.com Inc. The sale prices were between $60 and $83.21, with an estimated average price of $69.52.

Discovery Capital Management, Llc sold out a holding in Yandex NV. The sale prices were between $49.49 and $68.23, with an estimated average price of $59.52.

Discovery Capital Management, Llc sold out a holding in Guardant Health Inc. The sale prices were between $80.32 and $111.8, with an estimated average price of $91.35.

Discovery Capital Management, Llc sold out a holding in ZoomInfo Technologies Inc. The sale prices were between $31.11 and $48.4, with an estimated average price of $39.2.

Discovery Capital Management, Llc sold out a holding in Snap Inc. The sale prices were between $20.87 and $26.41, with an estimated average price of $23.25.

Discovery Capital Management, Llc sold out a holding in NVIDIA Corp. The sale prices were between $381.2 and $573.86, with an estimated average price of $464.8.

Discovery Capital Management, Llc reduced to a holding in Sea Ltd by 92.16%. The sale prices were between $107.12 and $161.8, with an estimated average price of $134.85. The stock is now traded at around $168.55. The impact to a portfolio due to this sale was -9.58%. Discovery Capital Management, Llc still held 39,706 shares as of .

Discovery Capital Management, Llc reduced to a holding in Amazon.com Inc by 64.67%. The sale prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3124.91. The impact to a portfolio due to this sale was -2.95%. Discovery Capital Management, Llc still held 3,050 shares as of .

Discovery Capital Management, Llc reduced to a holding in Zynga Inc by 81.01%. The sale prices were between $8.3 and $10.44, with an estimated average price of $9.3. The stock is now traded at around $7.99. The impact to a portfolio due to this sale was -2.62%. Discovery Capital Management, Llc still held 336,874 shares as of .

Discovery Capital Management, Llc reduced to a holding in 21Vianet Group Inc by 27.39%. The sale prices were between $19.94 and $29.25, with an estimated average price of $23.33. The stock is now traded at around $22.92. The impact to a portfolio due to this sale was -1.59%. Discovery Capital Management, Llc still held 923,646 shares as of .

Discovery Capital Management, Llc reduced to a holding in Fidelity National Information Services Inc by 66.26%. The sale prices were between $135.48 and $155.76, with an estimated average price of $144.47. The stock is now traded at around $145.67. The impact to a portfolio due to this sale was -1.4%. Discovery Capital Management, Llc still held 27,700 shares as of .

Discovery Capital Management, Llc reduced to a holding in CrowdStrike Holdings Inc by 67.71%. The sale prices were between $97 and $143.69, with an estimated average price of $116.52. The stock is now traded at around $136.48. The impact to a portfolio due to this sale was -1.26%. Discovery Capital Management, Llc still held 31,276 shares as of .