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Discerene Group LP

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13F filer, CIK 1632958, STAMFORD, CT

Discerene Group LP reported $1,170,692,925 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 99.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632958-25-000019

Period
2025-09-30
Reported value
$1.17B
Holdings
13
Top 10 weight
99.57%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SABRadded+7,323,272$13.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WUreduced-1,559,380-$12.5M
HALreduced-62,930-$1.55M
CCUreduced-59,879-$726K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001632958-25-000019, largest first. % of portfolio is the value over $1,103,821,065, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967,087 shares; 2024Q4: 2,967,087 shares; 2025Q1: 2,967,087 shares; 2025Q2: 2,985,487 shares; 2025Q3: 2,985,487 shares 2,985,487$534M48.34%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554,851 shares; 2024Q4: 5,554,851 shares; 2025Q1: 5,554,851 shares; 2025Q2: 6,210,851 shares; 2025Q3: 6,210,851 shares 6,210,851$217M19.68%0Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,580,514 shares; 2025Q2: 1,580,514 shares; 2025Q3: 1,580,514 shares 1,580,514$83.9M7.6%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682,192 shares; 2024Q4: 6,682,192 shares; 2025Q1: 6,682,192 shares; 2025Q2: 10,366,558 shares; 2025Q3: 8,807,178 shares 8,807,178$70.4M6.38%-1,559,380Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615,265 shares; 2024Q4: 1,615,265 shares; 2025Q1: 1,615,265 shares; 2025Q2: 1,755,290 shares; 2025Q3: 1,755,290 shares 1,755,290$60.3M5.47%0Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,110,272 shares; 2024Q4: 19,110,272 shares; 2025Q1: 19,110,272 shares; 2025Q2: 21,242,336 shares; 2025Q3: 28,565,608 shares 28,565,608$52.3M4.74%+7,323,272Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 5,414 shares; 2025Q1: 5,414 shares; 2025Q2: 1,311,414 shares; 2025Q3: 1,248,484 shares 1,248,484$30.7M2.78%-62,930Timeline
CCUCOMPANIA CERVECERIAS UNIDASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517,157 shares; 2024Q4: 2,517,157 shares; 2025Q1: 2,517,157 shares; 2025Q2: 2,517,157 shares; 2025Q3: 2,457,278 shares 2,457,278$29.8M2.7%-59,879Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859,787 shares; 2024Q4: 3,690,248 shares; 2025Q1: 1,354,733 shares; 2025Q2: 1,354,733 shares; 2025Q3: 1,354,733 shares 1,354,733$15.2M1.37%0Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,597 shares; 2024Q4: 68,597 shares; 2025Q1: 68,597 shares; 2025Q2: 68,597 shares; 2025Q3: 68,597 shares 68,597$5.7M0.52%0Timeline
TEOTELECOM ARGENTINA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,890 shares; 2024Q4: 487,859 shares; 2025Q1: 487,859 shares; 2025Q2: 487,859 shares; 2025Q3: 487,859 shares 487,859$3.55M0.32%0Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,788 shares; 2024Q4: 199,788 shares; 2025Q1: 199,788 shares; 2025Q2: 199,788 shares; 2025Q3: 199,788 shares 199,788$1.2M0.11%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
INTCINTEL CORP COMcall1,993,200$66.9M0

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001632958-25-000019 base2025-11-12acceptance time not in the bulk data set