Discerene Group LP
Net buyer this quarter
$889M
12
+$141M
99.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BABA | $263M | 29.55% | 0.15% | +3.6% | Q4 2021 |
 JD | $152M | 17.07% | 0.41% | Not reported | Q3 2023 |
 EDU | $141M | 15.89% | 0.20% | +63.2% | Q3 2021 |
 CPRT | $95.2M | 10.71% | 0.36% | New | Q2 2026 |
 SABR | $77.6M | 8.72% | 9.20% | -5.1% | Q4 2020 |
 SLB | $62.5M | 7.03% | 0.09% | -12.6% | Q4 2020 |
 HAL | $33.7M | 3.80% | 0.12% | Not reported | Q4 2020 |
 WU | $26.4M | 2.97% | 1.10% | -6.5% | Q4 2020 |
 CCU | $18.3M | 2.06% | 0.44% | -12.7% | Q4 2020 |
 TAL | $13M | 1.46% | Not reported | Not reported | Q3 2021 |
 TEO | $5.39M | 0.61% | Not reported | Not reported | Q4 2020 |
 TKC | $1.17M | 0.13% | 0.01% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| BABA | $332M | 35.03% | 0.14% | -11.3% | Q4 2021 |
| JD | $176M | 18.61% | 0.41% | -4.1% | Q3 2023 |
| EDU | $107M | 11.28% | 0.12% | -3.6% | Q3 2021 |
| SLB | $79M | 8.35% | 0.10% | -12.4% | Q4 2020 |
| SABR | $56.7M | 5.99% | 9.89% | +1.5% | Q4 2020 |
| HAL | $38.8M | 4.09% | 0.12% | -9.0% | Q4 2020 |
| WU | $32.1M | 3.39% | 1.17% | -36.8% | Q4 2020 |
| CCU | $21.3M | 2.25% | 0.51% | -12.2% | Q4 2020 |
| TAL | $15.4M | 1.63% | Not reported | Not reported | Q3 2021 |
| TEO | $4.84M | 0.51% | Not reported | -15.1% | Q4 2020 |
| TKC | $1.2M | 0.13% | 0.01% | Not reported | Q4 2020 |
| Q4 2025 | |||||
| BABA | $437M | 41.37% | 0.02% | -0.2% | Q4 2021 |
| JD | $178M | 16.88% | 0.42% | Not reported | Q3 2023 |
| EDU | $108M | 10.19% | 0.12% | +23.7% | Q3 2021 |
| SLB | $67.4M | 6.38% | 0.12% | Not reported | Q4 2020 |
| WU | $54.1M | 5.12% | 1.84% | -34.1% | Q4 2020 |
| SABR | $52.4M | 4.96% | 9.75% | +34.9% | Q4 2020 |
| HAL | $30.9M | 2.92% | 0.13% | -12.5% | Q4 2020 |
| CCU | $27.2M | 2.58% | 0.58% | -13.2% | Q4 2020 |
| TAL | $14.8M | 1.40% | Not reported | Not reported | Q3 2021 |
 KOF | $6.5M | 0.62% | Not reported | Not reported | Q2 2021 |
| TEO | $5.66M | 0.54% | Not reported | Not reported | Q4 2020 |
| TKC | $1.09M | 0.10% | 0.01% | Not reported | Q4 2020 |
| Q3 2025 | |||||
| BABA | $534M | 45.58% | 0.02% | Not reported | Q4 2021 |
| JD | $217M | 18.56% | 0.42% | Not reported | Q3 2023 |
| EDU | $83.9M | 7.16% | 0.10% | Not reported | Q3 2021 |
| WU | $70.4M | 6.01% | 2.77% | -15.0% | Q4 2020 |
| SLB | $60.3M | 5.15% | 0.12% | Not reported | Q4 2020 |
| SABR | $52.3M | 4.47% | 7.23% | +34.5% | Q4 2020 |
| HAL | $30.7M | 2.62% | 0.15% | -4.8% | Q4 2020 |
| CCU | $29.8M | 2.54% | 0.67% | -2.4% | Q4 2020 |
| TAL | $15.2M | 1.30% | Not reported | Not reported | Q3 2021 |
| KOF | $5.7M | 0.49% | Not reported | Not reported | Q2 2021 |
| TEO | $3.55M | 0.30% | Not reported | Not reported | Q4 2020 |
| TKC | $1.2M | 0.10% | 0.01% | Not reported | Q4 2020 |