Discerene Group LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $946M in reported equity holdings across 12 positions. The largest holdings are BABA (35.0%), JD (18.6%), EDU (11.3%), INTC (8.7%), SCL.DU (8.3%). The portfolio is concentrated in Other (52.8%), Consumer Cyclical (35.0%), Energy (8.3%). Data sourced from SEC EDGAR 13F filings (CIK 1632958).