Discerene Group LP
- SEC CIK
- 0001632958
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 8, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 15
- +1 vs. Q3 2021
- Portfolio value
- $489.4M
- +$170.2M (+53.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLBSLB Limited | Stock | 4,051,932 | $121.4M | 24.8% | +333,175+9.0% | Added | History |
| WUWestern Union CO | Stock | 5,681,336 | $101.4M | 20.7% | +3,299,899+138.6% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 813,900 | $96.7M | 19.8% | +813,900 | New | History |
| CDKCDK Global, Inc. | COM | 1,125,633 | $47.0M | 9.6% | −67,452−5.7% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 12,794,192 | $26.9M | 5.5% | +2,701,300+26.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 527,480 | $22.1M | 4.5% | −200.0% | Reduced | History |
| IAAIAA, Inc. | COM | 374,858 | $19.0M | 3.9% | +77,856+26.2% | Added | History |
| TALTAL Education Group | SPONSORED ADS | 4,543,192 | $17.9M | 3.6% | +3,677,245+424.7% | Added | History |
| CCUUnited Breweries Co Inc | SPONSORED ADR | 597,594 | $9.81M | 2.0% | −600−0.1% | Reduced | History |
| SABRSabre Corp | COM | 969,895 | $8.33M | 1.7% | 00.0% | Unchanged | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 137,407 | $7.53M | 1.5% | −10.0% | Reduced | History |
| HALHalliburton Co | Stock | 253,607 | $5.80M | 1.2% | −192,789−43.2% | Reduced | History |
| TEOTelecom Argentina SA | SPON ADR REP B | 667,890 | $3.41M | 0.7% | 00.0% | Unchanged | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 643,069 | $2.31M | 0.5% | 00.0% | Unchanged | History |
| Vistra Corp.92840M128 | *W EXP 02/02/202 | 62,325 | $11.0K | <0.1% | 00.0% | Unchanged | – |