Fund HoldingsDiscerene Group LP

Total Portfolio Value
$812.93M
Total Bought
$84.66M
Total Sold
$92.84M
Net Transaction
-$8.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
JD.COM INC(JD)01,609,660+1,609,660046,8895.77%+46,889
NEW ORIENTAL ED & TECHNOLOGY(EDU)1,320,7661,320,766052,15777,3319.51%+25,174
SABRE CORP15,521,61015,982,725+461,11549,51471,7628.83%+22,248
TAL EDUCATION GROUP(TAL)5,277,9925,277,992031,45748,0835.91%+16,626
ALIBABA GROUP HLDG LTD(BABA)2,196,9382,290,038+93,100183,115198,63824.43%+15,523
WESTERN UN CO(WU)6,162,8355,995,540-167,29572,29079,0219.72%+6,731
UBER TECHNOLOGIES INC(UBER)2,766,0292,717,379-48,650119,409124,97215.37%+5,563
TURKCELL ILETISIM HIZMETLERI(TKC)643,069643,06902,2963,0420.37%+746
HALLIBURTON CO(HAL)13,60712,961-6464495250.06%+76
VISTRA CORP(VST)62,32523,097-39,228450.00%+1
COCA-COLA FEMSA SAB DE CV(KOF)68,60768,60705,7165,3820.66%-334
TELECOM ARGENTINA SA(TEO)667,890667,89004,0673,1990.39%-868
COMPANIA CERVECERIAS UNIDAS(CCU)2,544,1562,544,156041,29232,0563.94%-9,235
SCHLUMBERGER LTD(SLB)2,211,0331,622,753-588,280108,60694,60711.64%-13,999
RB GLOBAL INC(RBA)1,564,733438,703-1,126,03093,88427,4193.37%-66,465
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