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Size ($ in 1000's)
At 12/31/2023: $799,580
At 09/30/2023: $812,930
Discerene Group LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Discerene Group LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Discerene Group LP top holdings by largest position size, as per the latest 13f filing made by Discerene Group LP.
In the Discerene Group LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Discerene Group LP in that top holding, then the share count change between reporting periods, and finally the Discerene Group LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ALIBABA GROUP HLDG LTD |
2,492,138 |
+202,100 |
$193,166 | | BABA | 2,492,138 | +202,100 | $193,166 | | UBER TECHNOLOGIES INC |
2,701,338 |
-16,041 |
$166,321 | | UBER | 2,701,338 | -16,041 | $166,321 | | JD.COM INC |
3,347,232 |
+1,737,572 |
$96,702 | | JD | 3,347,232 | +1,737,572 | $96,702 | | SCHLUMBERGER LTD |
1,615,265 |
-7,488 |
$84,058 | | SLB | 1,615,265 | -7,488 | $84,058 | | WESTERN UN CO |
5,971,319 |
-24,221 |
$71,178 | | WU | 5,971,319 | -24,221 | $71,178 | | SABRE CORP |
16,167,025 |
+184,300 |
$71,135 | | SABR | 16,167,025 | +184,300 | $71,135 | | TAL EDUCATION GROUP |
4,227,166 |
-1,050,826 |
$53,389 | | TAL | 4,227,166 | -1,050,826 | $53,389 | | COMPANIA CERVECERIAS UNIDAS |
2,520,503 |
-23,653 |
$31,607 | | CCU | 2,520,503 | -23,653 | $31,607 | | RB GLOBAL INC |
257,290 |
-181,413 |
$17,210 | | RBA | 257,290 | -181,413 | $17,210 | | COCA COLA FEMSA SAB DE CV |
68,607 |
UNCH |
$6,493 | | KOF | 68,607 | UNCH | $6,493 | | TELECOM ARGENTINA SA |
667,890 |
UNCH |
$4,775 | | TEO | 667,890 | UNCH | $4,775 | | TURKCELL ILETISIM HIZMETLERI |
643,069 |
UNCH |
$3,093 | | TKC | 643,069 | UNCH | $3,093 | | HALLIBURTON CO |
12,540 |
-421 |
$453 | | HAL | 12,540 | -421 | $453 |
See Full List: All Stocks Held By Discerene Group LP
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Discerene Group LP
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