Discovery Capital Management’s Yelp YELP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-543,300	Closed	-$41.7M	–	125
2014 Q2	$41.7M	Buy	+543,300	New	+$41.7M	0.4%	60
2014 Q1	–	Sell	-850,200	Closed	-$58.6M	–	158
2013 Q4	$58.6M	Buy	+850,200	New	+$58.6M	0.44%	56