本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Discerene Group LP (CIK 1632958) reported $889.1M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BABA ($262.8M, 29.55%), JD ($151.8M, 17.07%), EDU ($141.3M, 15.89%), CPRT ($95.2M, 10.71%), SABR ($77.6M, 8.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $262.8M | 29.55% | 2.7M | Added |
| 2 | JD | JD.COM INC | $151.8M | 17.07% | 6.0M | Hold |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $141.3M | 15.89% | 3.1M | Added |
| 4 | CPRT | COPART INC | $95.2M | 10.71% | 3.4M | New |
| 5 | SABR | SABRE CORP | $77.6M | 8.72% | 37.1M | Trimmed |
| 6 | SLB | SLB LIMITED | $62.5M | 7.03% | 1.3M | Trimmed |
| 7 | HAL | HALLIBURTON CO | $33.7M | 3.80% | 993,920 | Hold |
| 8 | WU | WESTERN UN CO | $26.4M | 2.97% | 3.4M | Trimmed |
| 9 | CCU | COMPANIA CERVECERIAS UNIDAS | $18.3M | 2.06% | 1.6M | Trimmed |
| 10 | TAL | TAL ED GROUP | $13.0M | 1.46% | 1.4M | Hold |
| 11 | TEO | TELECOM ARGENTINA SA | $5.4M | 0.61% | 414,244 | Hold |
| 12 | TKC | TURKCELL ILETISIM | $1.2M | 0.13% | 199,788 | Hold |
| 13 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30