Fund HoldingsDiscerene Group LP

Total Portfolio Value
$651.89M
Total Bought
$0
Total Sold
$14.84M
Net Transaction
-$14.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SABRE CORP19,231,61319,110,272-121,34146,54151,0247.83%+4,484
TURKCELL ILETISIM HIZMETLERI(TKC)643,069643,06903,3384,8740.75%+1,537
HALLIBURTON CO(HAL)12,54012,209-3314944120.06%-82
TELECOM ARGENTINA SA(TEO)667,890667,89005,3104,8290.74%-481
COCA-COLA FEMSA SAB DE CV(KOF)68,60768,597-106,6695,8880.90%-780
COMPANIA CERVECERIAS UNIDAS(CCU)2,520,5032,517,157-3,34630,22128,6454.39%-1,576
TAL EDUCATION GROUP(TAL)3,885,5873,859,787-25,80044,10141,1846.32%-2,917
ALIBABA GROUP HLDG LTD(BABA)3,021,3752,967,077-54,298218,627213,63032.77%-4,997
JD.COM INC(JD)5,554,8515,554,8510152,147143,53722.02%-8,610
WESTERN UN CO(WU)6,682,1926,682,192093,41781,65612.53%-11,761
SCHLUMBERGER LTD(SLB)1,615,2651,615,265088,53376,20811.69%-12,324
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