SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Discerene Group LP

CIK 0001632958 · 2777 SUMMER STREET, SUITE 301, STAMFORD, CT, 06905 · (203) 724-9961

Reported Value
$678M
Q3 2022
Positions
14
Filings on Record
22
2019–present window
Filed
Nov 10, 2022
original filing

Summary

Discerene Group Lp reported $678M in U.S.-listed holdings across 14 positions for Q3 2022.

The portfolio is heavily concentrated: BABA alone accounts for 22.3% of reported value.

Compared with Q2 2022, the fund opened 0 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $224MQ4 ’20Q1 ’21: $273MQ2 ’21: $311MQ3 ’21: $319MQ3 ’21Q4 ’21: $489MQ1 ’22: $784MQ2 ’22: $737MQ2 ’22Q3 ’22: $678MQ4 ’22: $809.7BQ1 ’23: $775MQ1 ’23Q2 ’23: $764MQ3 ’23: $813MQ4 ’23: $800MQ4 ’23Q1 ’24: $689MQ2 ’24: $652MQ3 ’24: $889MQ3 ’24Q4 ’24: $765MQ1 ’25: $1.0BQ2 ’25: $970MQ2 ’25Q3 ’25: $1.2BQ4 ’25: $1.1BQ1 ’26: $946MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2022

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$946M12May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B13Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B13Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$970M13Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B13May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$765M12Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$889M12Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$652M11Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$689M11May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$800M14Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$813M15Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$764M14Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$775M14May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$809.7B14Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$678M14Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$737M15Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$784M16May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$489M15Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$319M14Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$311M12Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$273M10May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$224M9Feb 11, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.