Fund HoldingsDiscerene Group LP

Total Portfolio Value
$799.58M
Total Bought
$55.91M
Total Sold
$153.11M
Net Transaction
-$97.20M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JD.COM INC(JD)1,609,6603,347,232+1,737,57246,88996,70212.09%+49,812
UBER TECHNOLOGIES INC(UBER)2,717,3792,701,338-16,041124,972166,32120.80%+41,349
TAL EDUCATION GROUP(TAL)5,277,9924,227,166-1,050,82648,08353,3896.68%+5,307
TELECOM ARGENTINA SA(TEO)667,890667,89003,1994,7750.60%+1,576
COCA-COLA FEMSA SAB DE CV(KOF)68,60768,60705,3826,4930.81%+1,111
TURKCELL ILETISIM HIZMETLERI(TKC)643,069643,06903,0423,0930.39%+51
VISTRA CORP(VST)23,09711,547-11,550500.00%-5
HALLIBURTON CO(HAL)12,96112,540-4215254530.06%-72
COMPANIA CERVECERIAS UNIDAS(CCU)2,544,1562,520,503-23,65332,05631,6073.95%-449
SABRE CORP15,982,72516,167,025+184,30071,76271,1358.90%-628
ALIBABA GROUP HLDG LTD(BABA)2,290,0382,492,138+202,100198,638193,16624.16%-5,472
WESTERN UN CO(WU)5,995,5405,971,319-24,22179,02171,1788.90%-7,843
RB GLOBAL INC(RBA)438,703257,290-181,41327,41917,2102.15%-10,209
SCHLUMBERGER LTD(SLB)1,622,7531,615,265-7,48894,60784,05810.51%-10,548
NEW ORIENTAL ED & TECHNOLOGY(EDU)1,320,7660-1,320,76677,3310-77,331
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