Discerene Group Lp Top Holdings and 13F Report (2024)

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About Discerene Group Lp

Discerene Group Lp has $689.40 million in total holdings as of March 31, 2024.
Discerene Group Lp owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 16.84% of the portfolio was purchased this quarter.
About 27.18% of the portfolio was sold this quarter.
This quarter, Discerene Group Lp has purchased 14 new stocks and bought additional shares in 4 stocks.
Discerene Group Lp sold shares of 1 stock and completely divested from 3 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BABA Alibaba Group	$218,626,695	$38,295,589 ▲	21.2%	3,021,375	31.7%	Retail/Wholesale
JD JD.com	$152,147,369	$60,466,684 ▲	66.0%	5,554,851	22.1%	Retail/Wholesale
WU Western Union	$93,417,044	$9,938,005 ▲	11.9%	6,682,192	13.6%	Business Services
SLB Schlumberger	$88,532,675		0.0%	1,615,265	12.8%	Oils/Energy
SABR Sabre	$46,540,503	$7,416,303 ▲	19.0%	19,231,613	6.8%	Computer and Technology
TAL TAL Education Group	$44,101,412	$3,876,922 ▼	-8.1%	3,885,587	6.4%	Consumer Discretionary
CCU Compañía Cervecerías Unidas	$30,220,831		0.0%	2,520,503	4.4%	Consumer Staples
KOF Coca-Cola FEMSA	$6,668,600		0.0%	68,607	1.0%	Consumer Staples
TEO Telecom Argentina	$5,309,726		0.0%	667,890	0.8%	Utilities
TKC Turkcell Iletisim Hizmetleri A.S.	$3,337,528		0.0%	643,069	0.5%	Computer and Technology
HAL Halliburton	$494,327		0.0%	12,540	0.1%	Oils/Energy
UBER Uber Technologies	$0	$166,321,381 ▼	-100.0%	0	0.0%	Computer and Technology
RBA RB Global	$0	$17,210,128 ▼	-100.0%	0	0.0%	Business Services
VISTRA CORP	$0	$84 ▼	-100.0%	0	0.0%	*W EXP 02/02/202

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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