Discerene Group LP 13F Holdings
CIK 0001632958 · Stamford, CT
As of Sep 30, 2025, Discerene Group LP reported 13 positions worth
CIK 0001632958 · Stamford, CT
As of Sep 30, 2025, Discerene Group LP reported 13 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 2,985,487 | $533.6M | 45.58% |
| JDCOM INC | JD | Consumer Cyclical | 6,210,851 | $217.3M | 18.56% |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | EDU | Consumer Defensive | 1,580,514 | $83.9M | 7.16% |
| WESTERN UNION CO | WU | Financial Services | 8,807,178 | $70.4M | 6.01% |
| INTEL CORP | INTC | Technology | 1,993,200 | $66.9M | 5.71% |
| SLB LIMITED | SLB | Equity | 1,755,290 | $60.3M | 5.15% |
| SABRE CORP | SABR | Industrials | 28,565,608 | $52.3M | 4.47% |
| HALLIBURTON CO | HAL | Energy | 1,248,484 | $30.7M | 2.62% |
| COMPANIA CERVECERIAS UNIDAS | — | — | 2,457,278 | $29.8M | 2.54% |
| TAL EDUCATION GROUP | TAL | Consumer Defensive | 1,354,733 | 5.2M | 1.30% |
| COCA COLA FEMSA SAB DE CV | KOF | Consumer Defensive | 68,597 | $5.7M | 0.49% |
| TELECOM ARGENTINA SA | TEO | Communication Services | 487,859 | $3.5M | 0.30% |
| TURKCELL ILETISIM HIZMETLERI | TKC | — | 199,788 | .2M | 0.10% |