Fund HoldingsDiscerene Group LP

Total Portfolio Value
$889.26M
Total Bought
$376.28M
Total Sold
$152.93M
Net Transaction
+$223.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JD.COM INC(JD)05,554,851+5,554,8510222,19424.99%+222,194
ALIBABA GROUP HLDG LTD(BABA)2,967,0772,967,087+10213,630314,86735.41%+101,238
INTEL CORP(INTC)(Call)01,993,200+1,993,200046,760+46,760
SABRE CORP19,110,27219,110,272051,02470,1357.89%+19,110
COCA-COLA FEMSA SAB DE CV(KOF)068,597+68,59706,0860.68%+6,086
TAL EDUCATION GROUP(TAL)3,859,7873,859,787041,18445,7005.14%+4,516
COMPANIA CERVECERIAS UNIDAS(CCU)2,517,1572,517,157028,64529,2753.29%+629
TELECOM ARGENTINA SA(TEO)667,890667,89004,8295,0360.57%+207
HALLIBURTON CO(HAL)12,20912,20904123550.04%-58
WESTERN UN CO(WU)6,682,1926,682,192081,65679,7198.96%-1,938
TURKCELL ILETISIM HIZMETLERI(TKC)643,069199,788-443,2814,8741,3750.15%-3,500
COCA-COLA FEMSA SAB DE CV(KOF)68,5970-68,5975,8880-5,888
SCHLUMBERGER LTD(SLB)1,615,2651,615,265076,20867,7607.62%-8,448
JD.COM INC(JD)5,554,8510-5,554,851143,5370-143,537
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