# Discerene Group LP: Form 13F holdings

An institutional investment manager in STAMFORD, CT. SEC CIK 1632958.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $889.1m
- Positions: 12 (12 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1632958/000163295826000015/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $262.8m | 29.6% | 2,737,678 |  | Added +95,000 |
| [JD.COM INC (JD)](/companies/jd.md) | SPON ADS CL A | $151.8m | 17.1% | 5,957,841 |  | Unchanged |
| [NEW ORIENTAL ED & TECHNOLOGY (EDU)](/companies/edu.md) | SPON ADR | $141.3m | 15.9% | 3,077,987 |  | Added +1,192,164 |
| [COPART INC (CPRT)](/companies/cprt.md) | COM | $95.2m | 10.7% | 3,377,342 |  | New +3,377,342 |
| [SABRE CORP (SABR)](/companies/sabr.md) | COM | $77.6m | 8.7% | 37,110,431 |  | Reduced −1,983,100 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $62.5m | 7.0% | 1,344,005 |  | Reduced −193,500 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $33.7m | 3.8% | 993,920 |  | Unchanged |
| [WESTERN UN CO (WU)](/companies/wu.md) | COM | $26.4m | 3.0% | 3,433,523 |  | Reduced −238,894 |
| [COMPANIA CERVECERIAS UNIDAS (CCU)](/companies/ccu.md) | SPONSORED ADR | $18.3m | 2.1% | 1,634,502 |  | Reduced −238,133 |
| [TAL ED GROUP (TAL)](/companies/tal.md) | SPONSORED ADS | $13.0m | 1.5% | 1,354,733 |  | Unchanged |
| [TELECOM ARGENTINA SA (TEO)](/companies/teo.md) | SPON ADR REP B | $5.4m | 0.6% | 414,244 |  | Unchanged |
| [TURKCELL ILETISIM (TKC)](/companies/tkc.md) | SPON ADR NEW | $1.2m | 0.1% | 199,788 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $0 | 0.0% | 0 | Call | Sold out −1,873,600 |

Source: SEC EDGAR, Form 13F-HR, accession 0001632958-26-000015. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.