13F Filings History of Discerene Group LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$982,724,948
Signature - Title
Justin Wallentin - Chief Compliance Officer, Chief Operating Officer
Location
Stamford, CT
Summary
This page shows a list of all the recent 13F filings made by Discerene Group LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Discerene Group LP reported 12 stock holdings with total value $982,724,948 as of Q4 2025. Top holdings included BABA, JD, EDU, SLB, and WU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $982,724,948 +$34,174,795 -$37,172,593 -$2,997,798 BABA, JD, EDU, SLB, WU 13F-HR 13 Feb 2026, 16:41
Q3 2025 12 $1,103,821,065 +$13,401,588 -$14,733,257 -$1,331,669 BABA, JD, EDU, WU, SLB 13F-HR 12 Nov 2025, 16:45
Q2 2025 12 $925,561,546 +$92,607,393 $0 +$92,607,393 BABA, JD, WU, EDU, SABR 13F-HR 12 Aug 2025, 16:55
Q1 2025 12 $957,003,639 +$75,564,374 -$30,852,153 +$44,712,221 BABA, JD, EDU, WU, SLB 13F-HR 13 May 2025, 16:48
Q4 2024 11 $725,107,645 $0 -$4,150,128 -$4,150,128 BABA, JD, WU, SABR, SLB 13F-HR 12 Feb 2025, 16:36
Q3 2024 11 $842,500,371 +$1,061 -$3,049,772 -$3,048,711 BABA, JD, WU, SABR, SLB 13F-HR 08 Nov 2024, 16:35
Q2 2024 11 $651,889,177 $0 -$4,558,840 -$4,558,840 BABA, JD, WU, SLB, SABR 13F-HR 12 Aug 2024, 16:10
Q1 2024 11 $689,396,710 +$116,116,581 -$187,408,515 -$71,291,934 BABA, JD, WU, SLB, SABR 13F-HR 13 May 2024, 16:39
Q4 2023 14 $799,581,242 +$66,674,146 -$104,715,359 -$38,041,213 BABA, UBER, JD, SLB, WU 13F-HR 13 Feb 2024, 16:33
Q3 2023 15 $812,925,727 +$57,035,296 -$109,142,125 -$52,106,829 BABA, UBER, SLB, WU, EDU 13F-HR 09 Nov 2023, 17:28
Q2 2023 14 $764,255,189 +$125,662,781 -$124,472,063 +$1,190,718 BABA, UBER, SLB, RBA, WU 13F-HR 10 Aug 2023, 16:02
Q1 2023 14 $775,390,755 +$174,664,738 -$231,416,308 -$56,751,570 BABA, RBA, SLB, UBER, WU 13F-HR 10 May 2023, 11:27
Q4 2022 14 $809,695,410 +$18,787,702 -$37,334,005 -$18,546,303 IAA, BABA, SLB, WU, UBER 13F-HR 09 Feb 2023, 12:37
Q3 2022 14 $677,989,000 +$29,324,662 -$24,189,932 +$5,134,730 BABA, IAA, SLB, WU, UBER 13F-HR 10 Nov 2022, 10:03
Q2 2022 15 $736,681,000 +$76,650,744 -$67,788,945 +$8,861,799 BABA, SLB, IAA, WU, UBER 13F-HR 11 Aug 2022, 17:11
Q1 2022 16 $783,690,000 +$276,215,215 -$14,976,366 +$261,238,849 BABA, SLB, IAA, WU, CDK 13F-HR 11 May 2022, 16:33
Q4 2021 15 $489,385,000 +$189,597,297 -$7,235,281 +$182,362,016 SLB, WU, BABA, CDK, EDU 13F-HR 08 Feb 2022, 14:57
Q3 2021 14 $319,187,000 +$37,242,449 -$123,972 +$37,118,477 SLB, CDK, WU, UBER, EDU 13F-HR 12 Nov 2021, 10:18
Q2 2021 12 $311,173,000 +$40,459,108 -$8,340,419 +$32,118,689 SLB, CDK, WU, UBER, CCU 13F-HR 11 Aug 2021, 06:15
Q1 2021 10 $272,678,000 +$20,219,273 -$2,532,322 +$17,686,951 SLB, CDK, WU, SABR, HAL 13F-HR 11 May 2021, 09:41
Q4 2020 9 $224,337,000 $0 $0 $0 SLB, CDK, WU, HAL, SABR 13F-HR 11 Feb 2021, 16:31