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Discerene Group LP 13F holdings

Filed 2026-08-14 · Discerene Group LP · 12 positions · $889.1M

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TickerCompanySharesValue% of portfolio
BABAALIBABA GROUP HLDG LTD2.7M$262.8M29.6%
JDJD.COM INC6.0M$151.8M17.1%
EDUNEW ORIENTAL ED & TECHNOLOGY3.1M$141.3M15.9%
CPRTCOPART INC3.4M$95.2M10.7%
SABRSABRE CORP37.1M$77.6M8.7%
SLBSLB LIMITED1.3M$62.5M7.0%
HALHALLIBURTON CO993.9K$33.7M3.8%
WUWESTERN UN CO3.4M$26.4M3.0%
CCUCOMPANIA CERVECERIAS UNIDAS1.6M$18.3M2.1%
TALTAL ED GROUP1.4M$13.0M1.5%
TEOTELECOM ARGENTINA SA414.2K$5.4M0.6%
TKCTURKCELL ILETISIM199.8K$1.2M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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