Discovery Capital Management’s XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS XUE Stock Holding History

Discovery Capital Management’s Portfolio XUE Stock Details XUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-270,380	Closed	-$787K	–	148
2014 Q3	$787K	Hold	270,380	–	–	0.01%	93
2014 Q2	$1.2M	Hold	270,380	–	–	0.01%	112
2014 Q1	$1.46M	Hold	270,380	–	–	0.01%	130
2013 Q4	$1.66M	Hold	270,380	–	–	0.01%	128
2013 Q3	$1.14M	Hold	270,380	–	–	0.01%	120
2013 Q2	$879K	Buy	+270,380	New	+$849K	0.01%	102

Other funds holding XUE

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

TCM

TCS Capital Management New York $121M AUM 72.39% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Value Partners Hong Kong $158M AUM 21.25% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return

Discovery Capital Management's XUE Position: Q4 2014 in Review

Discovery Capital Management sold out of XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS (XUE) in Q4 2014, closing a stake of 270,380 shares — an estimated $787K sold.

Discovery Capital Management first reported a position in XUE in Q2 2013 and held it in 6 quarters. The position peaked at $1.66M in Q4 2013. 25 funds tracked by Wall St. Rank hold XUE as of Q4 2014.

Discovery Capital Management reported no remaining XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS position as of Q4 2014 after selling out during the quarter.
Discovery Capital Management sold 270,380 XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS shares in Q4 2014, an estimated $787K.
Discovery Capital Management first reported a position in XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS in Q2 2013 and held it in 6 quarters.
Discovery Capital Management's XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS position peaked at $1.66M in Q4 2013.
25 funds tracked by Wall St. Rank held XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS as of Q4 2014.

Based on Discovery Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.