13F HOLDINGS REPORT
Discerene Group LP
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001802874-25-000006
Total Value
$1.00B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 2,967,087 | $392.3M | 39.14% |
| 2 | JD.COM INC | JDCMF | 5,554,851 | $228.4M | 22.79% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,580,514 | $75.6M | 7.54% |
| 4 | WESTERN UN CO | WU | 6,682,192 | $70.7M | 7.05% |
| 5 | SCHLUMBERGER LTD | SLB | 1,615,265 | $67.5M | 6.74% |
| 6 | SABRE CORP | SABR | 19,110,272 | $53.7M | 5.36% |
| 7 | INTEL CORP | INTC | 1,993,200 | $45.3M | 4.52% |
| 8 | COMPANIA CERVECERIAS UNIDAS | 204429104 | 2,517,157 | $38.3M | 3.82% |
| 9 | TAL EDUCATION GROUP | TAL | 1,354,733 | $17.9M | 1.79% |
| 10 | COCA-COLA FEMSA SAB DE CV | COCSF | 68,597 | $6.3M | 0.62% |
| 11 | TELECOM ARGENTINA SA | TCMFF | 487,859 | $5.0M | 0.50% |
| 12 | TURKCELL ILETISIM HIZMETLERI | TKC | 199,788 | $1.2M | 0.12% |
| 13 | HALLIBURTON CO | HAL | 5,414 | $137,353 | 0.01% |