Discerene Group LP
- SEC CIK
- 0001632958
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 11, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 16
- +1 vs. Q4 2021
- Portfolio value
- $783.7M
- +$294.3M (+60.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 1,891,404 | $205.8M | 26.3% | +1,077,504+132.4% | Added | History |
| SLBSLB Limited | Stock | 4,051,932 | $167.4M | 21.4% | 00.0% | Unchanged | History |
| IAAIAA, Inc. | COM | 3,710,404 | $141.9M | 18.1% | +3,335,546+889.8% | Added | History |
| WUWestern Union CO | Stock | 5,681,336 | $106.5M | 13.6% | 00.0% | Unchanged | History |
| CDKCDK Global, Inc. | COM | 1,125,633 | $54.8M | 7.0% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 1,313,911 | $46.9M | 6.0% | +786,431+149.1% | Added | History |
| TALTAL Education Group | SPONSORED ADS | 5,277,992 | $15.9M | 2.0% | +734,800+16.2% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 13,207,692 | $15.2M | 1.9% | +413,500+3.2% | Added | History |
| CCUUnited Breweries Co Inc | SPONSORED ADR | 555,001 | $8.30M | 1.1% | −42,593−7.1% | Reduced | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 137,407 | $7.55M | 1.0% | 00.0% | Unchanged | History |
| SABRSabre Corp | COM | 510,075 | $5.83M | 0.7% | −459,820−47.4% | Reduced | History |
| TEOTelecom Argentina SA | SPON ADR REP B | 667,890 | $4.01M | 0.5% | 00.0% | Unchanged | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 643,069 | $2.50M | 0.3% | 00.0% | Unchanged | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 260,560 | $651.0K | 0.1% | +260,560 | New | History |
| HALHalliburton Co | Stock | 13,607 | $515.0K | 0.1% | −240,000−94.6% | Reduced | History |
| Vistra Corp.92840M128 | *W EXP 02/02/202 | 62,325 | $11.0K | <0.1% | 00.0% | Unchanged | – |