Discovery Capital Management’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-543,300	Closed	-$41.7M	–	127
2014 Q2	$41.7M	Buy	+543,300	New	+$35.4M	0.4%	60
2014 Q1	–	Sell	-850,200	Closed	-$58.6M	–	160
2013 Q4	$58.6M	Buy	+850,200	New	+$56.3M	0.44%	57

Other funds holding YELP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Discovery Capital Management's YELP Position: Q3 2014 in Review

Discovery Capital Management sold out of Yelp (YELP) in Q3 2014, closing a stake of 543,300 shares — an estimated $41.7M sold.

Discovery Capital Management first reported a position in YELP in Q4 2013 and held it in 2 quarters. The position peaked at $58.6M in Q4 2013. 236 funds tracked by Wall St. Rank hold YELP as of Q3 2014.

Discovery Capital Management reported no remaining Yelp position as of Q3 2014 after selling out during the quarter.
Discovery Capital Management sold 543,300 Yelp shares in Q3 2014, an estimated $41.7M.
Discovery Capital Management first reported a position in Yelp in Q4 2013 and held it in 2 quarters.
Discovery Capital Management's Yelp position peaked at $58.6M in Q4 2013.
236 funds tracked by Wall St. Rank held Yelp as of Q3 2014.

Based on Discovery Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.