Discerene Group LP
- SEC CIK
- 0001632958
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 14
- 0 vs. Q3 2022
- Portfolio value
- $809.7M
- +$131.7M (+19.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IAAIAA, Inc. | COM | 4,768,748 | $190.7M | 23.6% | +220,359+4.8% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,903,738 | $167.7M | 20.7% | +12,334+0.7% | Added | History |
| SLBSLB Limited | Stock | 3,061,553 | $163.7M | 20.2% | −698,354−18.6% | Reduced | History |
| WUWestern Union CO | Stock | 5,681,336 | $78.2M | 9.7% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 2,766,029 | $68.4M | 8.4% | 00.0% | Unchanged | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 1,320,766 | $46.0M | 5.7% | 00.0% | Unchanged | History |
| TALTAL Education Group | SPONSORED ADS | 5,277,992 | $37.2M | 4.6% | 00.0% | Unchanged | History |
| CCUUnited Breweries Co Inc | SPONSORED ADR | 2,580,648 | $33.9M | 4.2% | 00.0% | Unchanged | History |
| SABRSabre Corp | COM | 1,934,295 | $12.0M | 1.5% | +1,438,000+289.7% | Added | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 68,607 | $4.66M | 0.6% | 00.0% | Unchanged | History |
| TEOTelecom Argentina SA | SPON ADR REP B | 667,890 | $3.64M | 0.4% | 00.0% | Unchanged | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 643,069 | $3.08M | 0.4% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 13,607 | $535.4K | 0.1% | 00.0% | Unchanged | History |
| Vistra Corp.92840M128 | *W EXP 02/02/202 | 62,325 | $15.0K | <0.1% | 00.0% | Unchanged | – |