Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Discerene Group LP (CIK 1632958) reported $946.4M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BABA ($331.6M, 35.03%), JD ($176.2M, 18.61%), EDU ($106.8M, 11.28%), INTC ($82.7M, 8.74%), SLB ($79.0M, 8.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $331.6M | 35.03% | 2.6M | Trimmed |
| 2 | JD | JD.COM INC | $176.2M | 18.61% | 6.0M | Trimmed |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $106.8M | 11.28% | 1.9M | Trimmed |
| 4 | INTC | INTEL CORP | $82.7M | 8.74% | 1.9M | Trimmed |
| 5 | SLB | SLB LTD | $79.0M | 8.35% | 1.5M | Trimmed |
| 6 | SABR | SABRE CORP | $56.7M | 5.99% | 39.1M | Added |
| 7 | HAL | HALLIBURTON CO | $38.8M | 4.09% | 993,920 | Trimmed |
| 8 | WU | WESTERN UN CO | $32.1M | 3.39% | 3.7M | Trimmed |
| 9 | CCU | COMPANIA CERVECERIAS UNIDAS | $21.3M | 2.25% | 1.9M | Trimmed |
| 10 | TAL | TAL ED GROUP | $15.4M | 1.63% | 1.4M | Hold |
| 11 | TEO | TELECOM ARGENTINA SA | $4.8M | 0.51% | 414,244 | Trimmed |
| 12 | TKC | TURKCELL ILETISIM | $1.2M | 0.13% | 199,788 | Hold |
| 13 | KOF | COCA-COLA FEMSA SAB DE CV | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31