Discerene Group LP: 13F holdings
CIK 16329582026Q2
| Positions | 12 |
|---|---|
| Reported value | $889.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BABA ALIBABA GROUP HLDG LTD | 2,737,678 | $262.8m | 29.6% |
| JD JD.COM INC | 5,957,841 | $151.8m | 17.1% |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 3,077,987 | $141.3m | 15.9% |
| CPRT COPART INC | 3,377,342 | $95.2m | 10.7% |
| SABR SABRE CORP | 37,110,431 | $77.6m | 8.7% |
| SLB SLB LIMITED | 1,344,005 | $62.5m | 7.0% |
| HAL HALLIBURTON CO | 993,920 | $33.7m | 3.8% |
| WU WESTERN UN CO | 3,433,523 | $26.4m | 3.0% |
| CCU COMPANIA CERVECERIAS UNIDAS | 1,634,502 | $18.3m | 2.1% |
| TAL TAL ED GROUP | 1,354,733 | $13.0m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632958")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.