Funds › Discerene Group LP
Discerene Group LP
13F for Q3 2026, filed Nov 12, 2026. 13 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BABA Alibaba Group Holding Limited · ADR | 2.94M | $316.7M | 29.5% | +7.6% | 13F ↗ |
| 2 | EDU New Oriental Education & Technology Group, Inc. · ADR | 3.08M | $170.8M | 15.9% | Unchanged | 13F ↗ |
| 3 | JD JD.com, Inc. | 5.20M | $138.2M | 12.9% | -12.8% | 13F ↗ |
| 4 | CPRT Copart, Inc. | 4.59M | $125.1M | 11.7% | +35.8% | 13F ↗ |
| 5 | SABR Sabre Corporation | 37.64M | $79.8M | 7.4% | +1.4% | 13F ↗ |
| 6 | SLB SLB Limited | 1.25M | $61.0M | 5.7% | -6.9% | 13F ↗ |
| 7 | MBGL Mobility Global Inc. | 3.50M | $60.0M | 5.6% | New | 13F ↗ |
| 8 | HAL Halliburton Company | 993,920 | $31.6M | 2.9% | Unchanged | 13F ↗ |
| 9 | WU Western Union Company | 3.43M | $20.3M | 1.9% | Unchanged | 13F ↗ |
| 10 | TAL TAL Education Group · ADR | 1.35M | $16.4M | 1.5% | Unchanged | 13F ↗ |
| 11 | CCU Compania Cervecerias Unidas, S.A. · ADR | 1.41M | $14.7M | 1.4% | -13.6% | 13F ↗ |
| 12 | TEO Telecom Argentina SA · ADR | 414,244 | $5.1M | 0.5% | Unchanged | 13F ↗ |
| 13 | TKC Turkcell Iletisim Hizmetleri AS · ADR | 199,788 | $987.0K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
1 new, 3 added to, 3 trimmed, 0 exited, 6 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| MBGL Mobility Global Inc. | 3.50M | New | $60.0M |
Added to (3)
Trimmed (3)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 14 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 12 | $889.1M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 12 | $946.4M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 13 | $1.1B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 13 | $1.2B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 13 | $970.2M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 13 | $1.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer