Discerene Group LP

STAMFORD, CT · CIK 1632958 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2014 · limited partnership

Assets managed$2.5bn
Staff11 · 11 in investment roles
Main clients (by assets)Private funds 82%, Companies 18%
Private funds10 (10 hedge) · $2.2bn gross assets
Websitediscerene.com
Form ADV · 2026-08-20SEC adviser record

Legal entityDISCERENE GROUP LP (US)

$889.1m reported value +2.9% vs Q1 2026

12positions

99.3%in top 10

1 new 2 added 4 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,737,678	$262.8m29.55%	29.55%	Added +95.0k	+95,000 3.6%
2	JD.COM INC SPON ADS CL A JD	JD	5,957,841	$151.8m17.07%	17.07%	Unchanged
3	NEW ORIENTAL ED & TECHNOLOGY SPON ADR EDU	EDU	3,077,987	$141.3m15.89%	15.89%	Added +1.2m	+1,192,164 63.2%
4	COPART INC COM CPRT	CPRT	3,377,342	$95.2m10.71%	10.71%	New
5	SABRE CORP COM SABR	SABR	37,110,431	$77.6m8.72%	8.72%	Reduced -2.0m	-1,983,100 -5.1%
6	SCHLUMBERGER LTD COM STK SLB	SLB	1,344,005	$62.5m7.03%	7.03%	Reduced -193.5k	-193,500 -12.6%
7	HALLIBURTON CO COM HAL	HAL	993,920	$33.7m3.80%	3.80%	Unchanged
8	WESTERN UN CO COM WU	WU	3,433,523	$26.4m2.97%	2.97%	Reduced -238.9k	-238,894 -6.5%
9	COMPANIA CERVECERIAS UNIDAS SPONSORED ADR CCU	CCU	1,634,502	$18.3m2.06%	2.06%	Reduced -238.1k	-238,133 -12.7%
10	TAL EDUCATION GROUP SPONSORED ADS TAL	TAL	1,354,733	$13.0m1.46%	1.46%	Unchanged
11	TELECOM ARGENTINA SA SPON ADR REP B TEO	TEO	414,244	$5.4m0.61%	0.61%	Unchanged
12	TURKCELL ILETISIM HIZMETLERI SPON ADR NEW TKC	TKC	199,788	$1.2m0.13%	0.13%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SABRE CORP SABR · 13G · filed 2026-05-15	SABR	9.9%≈ $81.7m	+0.1 pts	13G	2026-05-15