Discerene Group LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $889M in reported equity holdings across 12 positions. The largest holdings are BABA (29.6%), JD (17.1%), EDU (15.9%), CPRT (10.7%), SABR (8.7%). The portfolio is concentrated in Other (49.2%), Consumer Cyclical (29.6%), Industrials (10.7%). Data sourced from SEC EDGAR 13F filings (CIK 1632958).