Discerene Group LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.1B in reported equity holdings across 13 positions. The largest holdings are BABA (41.4%), JD (16.9%), EDU (10.2%), INTC (7.0%), SCL.DU (6.4%). The portfolio is concentrated in Other (48.3%), Consumer Cyclical (41.4%), Energy (6.4%). Data sourced from SEC EDGAR 13F filings (CIK 1632958).