13F HOLDINGS REPORT
Discerene Group LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001632958-26-000006
Total Value
$1.06B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 2,980,844 | $436.9M | 41.37% |
| 2 | JD.COM INC | JDCMF | 6,210,851 | $178.3M | 16.88% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,955,430 | $107.6M | 10.19% |
| 4 | INTEL CORP | INTC | 1,993,200 | $73.5M | 6.96% |
| 5 | SLB LIMITED | SLB | 1,755,290 | $67.4M | 6.38% |
| 6 | WESTERN UN CO | WU | 5,805,750 | $54.1M | 5.12% |
| 7 | SABRE CORP | SABR | 38,523,820 | $52.4M | 4.96% |
| 8 | HALLIBURTON CO | HAL | 1,092,244 | $30.9M | 2.92% |
| 9 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 2,133,345 | $27.2M | 2.58% |
| 10 | TAL EDUCATION GROUP | TAL | 1,354,733 | $14.8M | 1.40% |
| 11 | COCA-COLA FEMSA SAB DE CV | COCSF | 68,597 | $6.5M | 0.62% |
| 12 | TELECOM ARGENTINA SA | TCMFF | 487,859 | $5.7M | 0.54% |
| 13 | TURKCELL ILETISIM HIZMETLERI | TKC | 199,788 | $1.1M | 0.10% |