13F HOLDINGS REPORT
Discerene Group LP
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001632958-25-000019
Total Value
$1.17B
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 | $533.6M | 45.58% |
| 2 | JD.COM INC | JDCMF | 6,210,851 | $217.3M | 18.56% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,580,514 | $83.9M | 7.16% |
| 4 | WESTERN UN CO | WU | 8,807,178 | $70.4M | 6.01% |
| 5 | INTEL CORP | INTC | 1,993,200 | $66.9M | 5.71% |
| 6 | SCHLUMBERGER LTD | SLB | 1,755,290 | $60.3M | 5.15% |
| 7 | SABRE CORP | SABR | 28,565,608 | $52.3M | 4.47% |
| 8 | HALLIBURTON CO | HAL | 1,248,484 | $30.7M | 2.62% |
| 9 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 2,457,278 | $29.8M | 2.54% |
| 10 | TAL EDUCATION GROUP | TAL | 1,354,733 | $15.2M | 1.30% |
| 11 | COCA-COLA FEMSA SAB DE CV | COCSF | 68,597 | $5.7M | 0.49% |
| 12 | TELECOM ARGENTINA SA | TCMFF | 487,859 | $3.5M | 0.30% |
| 13 | TURKCELL ILETISIM HIZMETLERI | TKC | 199,788 | $1.2M | 0.10% |