Fund HoldingsDiscerene Group LP

Total Portfolio Value
$765.07M
Total Bought
$0
Total Sold
$10.04M
Net Transaction
-$10.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TELECOM ARGENTINA SA(TEO)667,890487,859-180,0315,0366,1420.80%+1,106
TURKCELL ILETISIM HIZMETLERI(TKC)199,788199,78801,3751,3010.17%-74
HALLIBURTON CO(HAL)12,2095,414-6,7953551470.02%-207
SABRE CORP19,110,27219,110,272070,13569,7529.12%-382
COCA-COLA FEMSA SAB DE CV(KOF)68,59768,59706,0865,3430.70%-743
COMPANIA CERVECERIAS UNIDAS(CCU)2,517,1572,517,157029,27528,5193.73%-755
SCHLUMBERGER LTD(SLB)1,615,2651,615,265067,76061,9298.09%-5,831
INTEL CORP(INTC)(Call)1,993,2001,993,200046,76039,964-6,797
TAL EDUCATION GROUP(TAL)3,859,7873,690,248-169,53945,70036,9764.83%-8,724
WESTERN UN CO(WU)6,682,1926,682,192079,71970,8319.26%-8,887
JD.COM INC(JD)5,554,8515,554,8510222,194192,58725.17%-29,607
ALIBABA GROUP HLDG LTD(BABA)2,967,0872,967,0870314,867251,57932.88%-63,288
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