13F HOLDINGS REPORT
Discerene Group LP
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001493152-25-006144
Total Value
$765.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 2,967,087 | $251.6M | 32.88% |
| 2 | JD.COM INC | JDCMF | 5,554,851 | $192.6M | 25.17% |
| 3 | WESTERN UN CO | WU | 6,682,192 | $70.8M | 9.26% |
| 4 | SABRE CORP | SABR | 19,110,272 | $69.8M | 9.12% |
| 5 | SCHLUMBERGER LTD | SLB | 1,615,265 | $61.9M | 8.09% |
| 6 | INTEL CORP | INTC | 1,993,200 | $40.0M | 5.22% |
| 7 | TAL EDUCATION GROUP | TAL | 3,690,248 | $37.0M | 4.83% |
| 8 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 2,517,157 | $28.5M | 3.73% |
| 9 | TELECOM ARGENTINA SA | TCMFF | 487,859 | $6.1M | 0.80% |
| 10 | COCA-COLA FEMSA SAB DE CV | COCSF | 68,597 | $5.3M | 0.70% |
| 11 | TURKCELL ILETISIM HIZMETLERI | TKC | 199,788 | $1.3M | 0.17% |
| 12 | HALLIBURTON CO | HAL | 5,414 | $147,207 | 0.02% |