The Analysis of Discerene Group LP's Holdings


Currently, Discerene Group LP holds 12 types of securities in its portfolio with a total value $982.7M. In the most recent quarter, they have increased their positions in BABA (+3.0M shares, valued at $436.9M), JD (+6.2M shares, valued at $178.3M), EDU (+2.0M shares, valued at $107.6M); initiated new positions in BABA (+3.0M shares, valued at $436.9M), JD (+6.2M shares, valued at $178.3M), EDU (+2.0M shares, valued at $107.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BABA ALIBABA GROUP HLDG LTD3.0M sharesnew addition2025-12-312026-02-13history
JD JD.COM INC6.2M sharesnew addition2025-12-312026-02-13history
EDU NEW ORIENTAL ED & TECHNOLOGY2.0M sharesnew addition2025-12-312026-02-13history
SLB SLB LIMITED1.8M sharesnew addition2025-12-312026-02-13history
WU WESTERN UN CO5.8M sharesnew addition2025-12-312026-02-13history
SABR SABRE CORP38.5M shares34.86%2025-12-312026-02-13history
HAL HALLIBURTON CO1.1M sharesnew addition2025-12-312026-02-13history
CCU COMPANIA CERVECERIAS UNIDAS2.1M sharesnew addition2025-12-312026-02-13history
Sponsored
TAL TAL EDUCATION GROUP1.4M sharesnew addition2025-12-312026-02-13history
KOF COCA-COLA FEMSA SAB DE CV68.6K sharesnew addition2025-12-312026-02-13history
TEO TELECOM ARGENTINA SA487.9K sharesnew addition2025-12-312026-02-13history
TKC TURKCELL ILETISIM HIZMETLERI199.8K sharesnew addition2025-12-312026-02-13history

Call Option Holdings
INTC Call CallINTEL CORP2.0M sharesnew addition2025-12-312026-02-13history

Put Option Holdings
No put option holdings data available