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Disclosery

Discerene Group LP

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13F filer, CIK 1632958, STAMFORD, CT

Discerene Group LP reported $1,056,274,028 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 99.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632958-26-000006

Period
2025-12-31
Reported value
$1.06B
Holdings
13
Top 10 weight
99.31%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EDUadded+374,916$20.6M
SABRadded+9,958,212$13.5M

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-3,001,428-$27.9M
HALreduced-156,240-$4.42M
CCUreduced-323,933-$4.13M
BABAreduced-4,643-$681K

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, Q4 2025

Share positions as resolved from 13F-HR 0001632958-26-000006, largest first. % of portfolio is the value over $982,724,948, 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; 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; 2025Q4: 2,980,844 shares 2,980,844$437M44.46%-4,643Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,210,851 shares 6,210,851$178M18.14%0Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,955,430 shares 1,955,430$108M10.95%+374,916Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,755,290 shares 1,755,290$67.4M6.86%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,805,750 shares 5,805,750$54.1M5.5%-3,001,428Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 38,523,820 shares 38,523,820$52.4M5.33%+9,958,212Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,092,244 shares 1,092,244$30.9M3.14%-156,240Timeline
CCUCOMPANIA CERVECERIAS UNIDASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,133,345 shares 2,133,345$27.2M2.77%-323,933Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,354,733 shares 1,354,733$14.8M1.5%0Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,597 shares; 2024Q4: 68,597 shares; 2025Q1: 68,597 shares; 2025Q2: 68,597 shares; 2025Q3: 68,597 shares; 2025Q4: 68,597 shares 68,597$6.5M0.66%0Timeline
TEOTELECOM ARGENTINA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,890 shares; 2024Q4: 487,859 shares; 2025Q1: 487,859 shares; 2025Q2: 487,859 shares; 2025Q3: 487,859 shares; 2025Q4: 487,859 shares 487,859$5.66M0.58%0Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,788 shares; 2024Q4: 199,788 shares; 2025Q1: 199,788 shares; 2025Q2: 199,788 shares; 2025Q3: 199,788 shares; 2025Q4: 199,788 shares 199,788$1.09M0.11%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$73.5M0

How Q4 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 0001632958-26-000006 base2026-02-13acceptance time not in the bulk data set