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Discerene Group LP

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13F filer, CIK 1632958, STAMFORD, CT

Discerene Group LP reported $889,142,224 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632958-26-000015

Period
2026-06-30
Reported value
$889M
Holdings
12
Top 10 weight
99.26%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPRTnew+3,377,342$95.2M
EDUadded+1,192,164$54.7M
BABAadded+95,000$9.12M

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
SLBreduced-193,500-$9M
SABRreduced-1,983,100-$4.14M
CCUreduced-238,133-$2.67M
WUreduced-238,894-$1.84M

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, Q2 2026

Share positions as resolved from 13F-HR 0001632958-26-000015, largest first. % of portfolio is the value over $889,142,224, 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; 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; 2026Q2: 2,737,678 shares 2,737,678$263M29.55%+95,000Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,957,841 shares 5,957,841$152M17.07%0Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,077,987 shares 3,077,987$141M15.89%+1,192,164Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,377,342 shares 3,377,342$95.2M10.71%newTimeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,110,431 shares 37,110,431$77.6M8.72%-1,983,100Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,344,005 shares 1,344,005$62.5M7.03%-193,500Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 993,920 shares 993,920$33.7M3.8%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,433,523 shares 3,433,523$26.4M2.97%-238,894Timeline
CCUCOMPANIA CERVECERIAS UNIDASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,634,502 shares 1,634,502$18.3M2.06%-238,133Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,354,733 shares 1,354,733$13M1.46%0Timeline
TEOTELECOM ARGENTINA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 414,244 shares 414,244$5.39M0.61%0Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 199,788 shares 199,788$1.17M0.13%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
INTCINTEL CORP1,873,600$82.7Mcall

How Q2 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 0001632958-26-000015 base2026-08-14acceptance time not in the bulk data set