DISCERENE GROUP LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SABR | 38.52M | $52.39M |
 | JD | 6.21M | $178.25M |
 | WU | 5.81M | $54.05M |
 | BABA | 2.98M | $436.93M |
 | CCU | 2.13M | $27.22M |
 | EDU | 1.96M | $107.61M |
 | SLB | 1.76M | $67.37M |
 | TAL | 1.35M | $14.78M |
 | HAL | 1.09M | $30.87M |
 | TEO | 488K | $5.66M |
 | TKC | 200K | $1.09M |
 | KOF | 69K | $6.50M |
Sabre Corporation
SABR
Shares Held
38.52M
Value
$52.39M
JD.com, Inc.
JD
Shares Held
6.21M
Value
$178.25M
The Western Union Company
WU
Shares Held
5.81M
Value
$54.05M
Alibaba Group Holding Limited
BABA
Shares Held
2.98M
Value
$436.93M
Compañía Cervecerías Unidas S.A.
CCU
Shares Held
2.13M
Value
$27.22M
New Oriental Education & Technology Group Inc.
EDU
Shares Held
1.96M
Value
$107.61M
SLB N.V.
SLB
Shares Held
1.76M
Value
$67.37M
TAL Education Group
TAL
Shares Held
1.35M
Value
$14.78M
Halliburton Company
HAL
Shares Held
1.09M
Value
$30.87M
Telecom Argentina S.A.
TEO
Shares Held
488K
Value
$5.66M
Turkcell Iletisim Hizmetleri A.S.
TKC
Shares Held
200K
Value
$1.09M
Coca-Cola FEMSA, S.A.B. de C.V.
KOF
Shares Held
69K
Value
$6.50M