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Discerene Group LP

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13F filer, CIK 1632958, STAMFORD, CT

Discerene Group LP reported $946,415,962 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 99.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632958-26-000009

Period
2026-03-31
Reported value
$946M
Holdings
12
Top 10 weight
99.86%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SABRadded+569,711$826K

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
BABAreduced-338,166-$42.4M
WUreduced-2,133,333-$18.6M
SLBreduced-217,785-$11.2M
JDreduced-253,010-$7.48M
KOFexited-68,597-$6.5M

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001632958-26-000009, largest first. % of portfolio is the value over $863,733,994, 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; 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; 2026Q1: 2,642,678 shares 2,642,678$332M38.39%-338,166Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,957,841 shares 5,957,841$176M20.4%-253,010Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,885,823 shares 1,885,823$107M12.36%-69,607Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,537,505 shares 1,537,505$79M9.15%-217,785Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,093,531 shares 39,093,531$56.7M6.56%+569,711Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 993,920 shares 993,920$38.8M4.49%-98,324Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,672,417 shares 3,672,417$32.1M3.71%-2,133,333Timeline
CCUCOMPANIA CERVECERIAS UNIDASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,872,635 shares 1,872,635$21.3M2.46%-260,710Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,354,733 shares 1,354,733$15.4M1.78%0Timeline
TEOTELECOM ARGENTINA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 414,244 shares 414,244$4.84M0.56%-73,615Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 199,788 shares 199,788$1.2M0.14%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 COMcall1,873,600$82.7M-119,600

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KOFCOCA-COLA FEMSA SAB DE CV68,597$6.5Mshares

How Q1 2026 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 0001632958-26-000009 base2026-05-14acceptance time not in the bulk data set