Discerene Group LP
CIK 0001632958 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$889.1M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BABA
ALIBABA GROUP HLDG LTD
29.6%
JD
JD.COM INC
17.1%
EDU
NEW ORIENTAL ED & TECHNOLOGY
15.9%
CPRT
COPART INC
10.7%
SABR
SABRE CORP
8.7%
SLB
SLB LIMITED
7.0%
HAL
HALLIBURTON CO
3.8%
WU
WESTERN UN CO
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.