Institutions / Discerene Group LP

Discerene Group LP

CIK 1632958 · Institution · as of Dec 31, 2025
Portfolio value
$982.72M
Positions
12
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Alibaba Group Holding LtdBABAADR$436.93M2,980,84444.5%
JD.com,Inc.JDADR$178.25M6,210,85118.1%
New Oriental Education & Technology Group Inc—$107.61M1,955,43010.9%
Slb LIMITED/NV—$67.37M1,755,2906.9%
Western Union Co/The—$54.05M5,805,7505.5%
Sabre Corp—$52.39M38,523,8205.3%
Halliburton Co—$30.87M1,092,2443.1%
Compania Cervecerias Unidas—$27.22M2,133,3452.8%
TAL Education GroupTALADR$14.78M1,354,7331.5%
Coca Cola Femsa Sab de CvKOFADR$6.50M68,5970.7%
Telecom Argentina SATEOADR$5.66M487,8590.6%
Turkcell Iletisim Hizmetleri a S—$1.09M199,7880.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.