13F HOLDINGS REPORT
Discerene Group LP
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001632958-25-000011
Total Value
$970.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 2,985,487 | $338.6M | 34.90% |
| 2 | JD.COM INC | JDCMF | 6,210,851 | $202.7M | 20.89% |
| 3 | WESTERN UN CO | WU | 10,366,558 | $87.3M | 9.00% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,580,514 | $85.3M | 8.79% |
| 5 | SABRE CORP | SABR | 21,242,336 | $67.1M | 6.92% |
| 6 | SCHLUMBERGER LTD | SLB | 1,755,290 | $59.3M | 6.12% |
| 7 | INTEL CORP | INTC | 1,993,200 | $44.6M | 4.60% |
| 8 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 2,517,157 | $32.5M | 3.35% |
| 9 | HALLIBURTON CO | HAL | 1,311,414 | $26.7M | 2.75% |
| 10 | TAL EDUCATION GROUP | TAL | 1,354,733 | $13.8M | 1.43% |
| 11 | COCA-COLA FEMSA SAB DE CV | COCSF | 68,597 | $6.6M | 0.68% |
| 12 | TELECOM ARGENTINA SA | TCMFF | 487,859 | $4.3M | 0.44% |
| 13 | TURKCELL ILETISIM HIZMETLERI | TKC | 199,788 | $1.2M | 0.12% |