account_balance
Investment manager · 13F filer · SEC CIK 1632958
Discerene Group LP
Reported value$1.04Bas of Sep 30, 2026
Positions13 1 new, 0 sold out
Top 10 weight98.0%BABA alone is 30%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BABAAlibaba Group HLDG Ltd
30.4%Added +8%
EDUNew Oriental Ed & Technology
16.4%
JDJd.com Inc
13.3%Trimmed −13%
CPRTCopart Inc
12.0%Added +36%
SABRSabre Corp
7.7%
SLBSLB Limited
5.9%Trimmed −7%
MBGLMobility Global Inc
5.8%New
HALHalliburton Co
3.0%
WU1.9%TAL1.6%CCU1.4%TEOBABAAlibaba Group HLDG Ltd
30.4%Added +8%
EDU16.4%JDJd.com Inc
13.3%Trimmed −13%
CPRTCopart Inc
12.0%Added +36%
SABR7.7%SLB5.9%MBGL5.8%HAL3.0%WUTALCCUBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BABA Alibaba Group HLDG Ltd 30.4% Added +8%EDU New Oriental Ed & Technology 16.4% HeldJD Jd.com Inc 13.3% Trimmed −13%CPRT Copart Inc 12.0% Added +36%SABR Sabre Corp 7.7% HeldSLB SLB Limited 5.9% Trimmed −7%MBGL Mobility Global Inc 5.8% NewHAL Halliburton Co 3.0% HeldWU Western Un Co 1.9% HeldTAL Tal Ed Group 1.6% HeldCCU Compania Cervecerias Unidas 1.4% Trimmed −14%TEO Telecom Argentina SA 0.5% Held
What changed