13FBOX
Discerene Group LP · 13F Holdings
Options Calculator Rankings

Discerene Group LP

No.2992 Data as of 2026Q2
Latest AUM (Q2 2026)
$889.1M
QoQ Change Q1 2026
-$57.3M-6.1%
Holdings
12
New Buys
1
Adds
2
Reduces
4
Exits
1
Unchanged
5
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALIBABA GROUP HLDG LTDBABA
29.55%35.03%$262.8M2.7M$331.6M2.6M+95,000+3.59%Add
JD COM INCJD
17.07%18.61%$151.8M6.0M$176.2M6.0M00.00%Unchanged
NNEW ORIENTAL EDUCATIONEDU
15.89%11.28%$141.3M3.1M$106.8M1.9M+1.2M+63.22%Add
COPART INC COMCPRT
10.71%$95.2M3.4M$00+3.4MNew Buy
SSABRE CORP COMSABR
8.72%5.99%$77.6M37.1M$56.7M39.1M-2.0M-5.07%Reduce
SLB LIMITEDSLB
7.03%8.35%$62.5M1.3M$79.0M1.5M-193,500-12.59%Reduce
HALLIBURTON CO COMHAL
3.8%4.09%$33.7M993,920$38.8M993,92000.00%Unchanged
WESTERN UN COWU
2.97%3.39%$26.4M3.4M$32.1M3.7M-238,894-6.51%Reduce
PENNYMAC MTG INVT TR REITCCU
2.06%2.25%$18.3M1.6M$21.3M1.9M-238,133-12.72%Reduce
TTAL ED GROUPTAL
1.46%1.63%$13.0M1.4M$15.4M1.4M00.00%Unchanged
TTelecom Argentina S A Sponsored ADR Repstg 5 CL B Ord SHSTEO
0.61%0.51%$5.4M414,244$4.8M414,24400.00%Unchanged
TURKCELL ILETISIMTKC
0.13%0.13%$1.2M199,788$1.2M199,78800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow