Investor
Discerene Group LP
CIK 0001632958 · filed 2026-05-14 · SEC filing
13F book
$946.4M
Positions
11
0 new · 1 sold
Largest name
35.0%
Alibaba Group Hldg Ltd
Est. mark
−$17.5M
Price effect on 11 names still held. Flow −$101.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Ltd | — | 2.64M | $331.6M | 35.0% | −$55.8M | Cut−$105.4M |
| Jd.Com Inc | — | 5.96M | $176.2M | 18.6% | $5.18M | Cut−$2.08M |
| New Oriental Ed & Technology | — | 1.89M | $106.8M | 11.3% | $3.02M | Cut−$813.2K |
| Slb Limited/Nv | SLB | 1.54M | $79M | 8.3% | $20M | Cut$11.6M |
| Sabre Corp | SABR | 39.1M | $56.7M | 6.0% | $3.47M | Added$4.29M |
| Halliburton Co | HAL | 993.9K | $38.8M | 4.1% | $10.7M | Cut$7.89M |
| Western Un Co | — | 3.67M | $32.1M | 3.4% | −$2.13M | Cut−$22M |
| Compania Cervecerias Unidas | — | 1.87M | $21.3M | 2.2% | −$2.64M | Cut−$5.97M |
| Tal Education Group | TAL | 1.35M | $15.4M | 1.6% | $623.2K | Held |
| Telecom Argentina Sa | — | 414.2K | $4.84M | 0.5% | $33.1K | Cut−$821.5K |
| Turkcell Iletisim Hizmetleri | — | 199.8K | $1.2M | 0.1% | $111.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.