Discerene Group LP — 13F holdings

Discerene Group LP reported 12 holdings worth $889M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BABA ALIBABA GROUP HLDG LTD — $263M (29.6%)
2. JD JD.COM INC — $152M (17.1%)
3. EDU NEW ORIENTAL ED & TECHNOLOGY — $141M (15.9%)
4. CPRT COPART INC — $95.2M (10.7%)
5. SABR SABRE CORP — $77.6M (8.7%)
6. SLB SCHLUMBERGER LTD — $62.5M (7.0%)
7. HAL HALLIBURTON CO — $33.7M (3.8%)
8. WU WESTERN UN CO — $26.4M (3.0%)
9. CCU COMPANIA CERVECERIAS UNIDAS — $18.3M (2.1%)
10. TAL TAL EDUCATION GROUP — $13.0M (1.5%)