DISCERENE GROUP LP

PrivateCIK: 1632958
Location

STAMFORD, CT

12
Positions
$946.42M
Total AUM (reported)
61.50M
Total Shares

Allocation by class

TOTAL AUM$946.42M12 positions
SPONSORED ADS$346.95M36.7%
COM$210.18M22.2%
SPON ADR CL A$176.17M18.6%
SPON ADR$106.79M11.3%
COM STK$79.01M8.3%
SPONSORED ADR$21.25M2.2%
SPON ADR REP B$4.84M0.5%

Portfolio Concentration

Top 364.9%4–1034.4%11–250.6%TOP 1099.4%0%100%
Top 3$614.52M64.9%
4–10$325.85M34.4%
11–25$6.05M0.6%

Top 3 weight

64.9%

Top 10 weight

99.4%

Voting Authority Distribution

Total shares with voting rights: 61.50M

Sole

Full voting authority

61.50M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares2.64M
TypeSH
Market value$331.55M
35.03%
Sole
2.64M
Shared
0.00
None
0.00

JD.COM INC

SOLE
SPON ADR CL A
Shares5.96M
TypeSH
Market value$176.17M
18.61%
Sole
5.96M
Shared
0.00
None
0.00

NEW ORIENTAL ED & TECHNOLOGY

SOLE
SPON ADR
Shares1.89M
TypeSH
Market value$106.79M
11.28%
Sole
1.89M
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares1.87M
TypeSH
Market value$82.68M
8.74%
Sole
1.87M
Shared
0.00
None
0.00

SLB LTD

SOLE
COM STK
Shares1.54M
TypeSH
Market value$79.01M
8.35%
Sole
1.54M
Shared
0.00
None
0.00

SABRE CORP

SOLE
COM
Shares39.09M
TypeSH
Market value$56.69M
5.99%
Sole
39.09M
Shared
0.00
None
0.00

HALLIBURTON CO

SOLE
COM
Shares993.92K
TypeSH
Market value$38.75M
4.09%
Sole
993.92K
Shared
0.00
None
0.00

WESTERN UN CO

SOLE
COM
Shares3.67M
TypeSH
Market value$32.06M
3.39%
Sole
3.67M
Shared
0.00
None
0.00

COMPANIA CERVECERIAS UNIDAS

SOLE
SPONSORED ADR
Shares1.87M
TypeSH
Market value$21.25M
2.25%
Sole
1.87M
Shared
0.00
None
0.00

TAL ED GROUP

SOLE
SPONSORED ADS
Shares1.35M
TypeSH
Market value$15.40M
1.63%
Sole
1.35M
Shared
0.00
None
0.00

TELECOM ARGENTINA SA

SOLE
SPON ADR REP B
Shares414.24K
TypeSH
Market value$4.84M
0.51%
Sole
414.24K
Shared
0.00
None
0.00

TURKCELL ILETISIM

SOLE
SPON ADR NEW
Shares199.79K
TypeSH
Market value$1.20M
0.13%
Sole
199.79K
Shared
0.00
None
0.00