Fund Holdings — Discerene Group LP

Total Portfolio Value
$863.73M
Total Bought
$4.29M
Total Sold
$163.08M
Net Transaction
-$158.79M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SLB LTD(SLB)1,755,2901,537,505-217,78567,36879,0129.15%+11,644
HALLIBURTON CO(HAL)1,092,244993,920-98,32430,86738,7534.49%+7,886
SABRE CORP(SABR)38,523,82039,093,531+569,71152,39256,6866.56%+4,293
TAL ED GROUP(TAL)1,354,7331,354,733014,78015,4031.78%+623
TURKCELL ILETISIM(TKC)199,788199,78801,0931,2050.14%+112
NEW ORIENTAL ED & TECHNOLOGY(EDU)1,955,4301,885,823-69,607107,607106,79412.36%-813
TELECOM ARGENTINA SA(TEO)487,859414,244-73,6155,6644,8430.56%-822
JD.COM INC(JD)6,210,8515,957,841-253,010178,251176,17320.40%-2,078
COMPANIA CERVECERIAS UNIDAS(CCU)2,133,3451,872,635-260,71027,22121,2542.46%-5,967
COCA-COLA FEMSA SAB DE CV(KOF)68,5970-68,5976,4970—-6,497
WESTERN UN CO(WU)5,805,7503,672,417-2,133,33354,05232,0603.71%-21,991
ALIBABA GROUP HLDG LTD(BABA)2,980,8442,642,678-338,166436,932331,55038.39%-105,382
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Discerene Group LP — 13F Holdings — Q1 2026 | TickerTrail