Institutional Fund
Discerene Group LP
Stamford, CTCIK 16329585 filings on record
Portfolio Value
$863.73M
Q1 2026
Holdings
11
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-12.1%
from $982.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alibaba Group Hldg Ltd38.4%
- Jd.Com Inc20.4%
- New Oriental Ed & Technology12.4%
- Schlumberger Ltd9.1%
- Sabre Corp6.6%
- Halliburton Co4.5%
- Other8.7%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alibaba Group Hldg Ltd | 2.64M | $331.55M | 38.4% | −338.2K | Reduced |
| 2 | Jd.Com Inc | 5.96M | $176.17M | 20.4% | −253.0K | Reduced |
| 3 | New Oriental Ed & Technology | 1.89M | $106.79M | 12.4% | −69.6K | Reduced |
| 4 | Schlumberger Ltd | 1.54M | $79.01M | 9.1% | −217.8K | Reduced |
| 5 | Sabre Corp | 39.09M | $56.69M | 6.6% | +569.7K | Added |
| 6 | Halliburton Co | 993.9K | $38.75M | 4.5% | −98.3K | Reduced |
| 7 | Western Un Co | 3.67M | $32.06M | 3.7% | −2.13M | Reduced |
| 8 | Compania Cervecerias Unidas | 1.87M | $21.25M | 2.5% | −260.7K | Reduced |
| 9 | Tal Education Group | 1.35M | $15.40M | 1.8% | 0 | Held |
| 10 | Telecom Argentina SA | 414.2K | $4.84M | 0.6% | −73.6K | Reduced |
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