StockDriftsStockDriftsTop 11 Discerene Group LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 38.39% | 2.64M | $331.6M | -11.34%(-338.17K) | $107.38(+31.43%) | 2026-03-31 | |
| JD | JD.COM INC | 20.4% | 5.96M | $176.2M | -4.07%(-253.01K) | $30.24(+8.68%) | 2026-03-31 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 12.36% | 1.89M | $106.8M | -3.56%(-69.61K) | $30.72(+68.77%) | 2026-03-31 | |
| SLB | SLB LTD | 9.15% | 1.54M | $79.0M | -12.41%(-217.78K) | $22.47(+148.07%) | 2026-03-31 | |
| SABR | SABRE CORP | 6.56% | 39.09M | $56.7M | +1.48%(+569.71K) | $3.22(-51.00%) | 2026-03-31 | |
| HAL | HALLIBURTON CO | 4.49% | 993.9K | $38.8M | -9.00%(-98.32K) | $22.70(+81.93%) | 2026-03-31 | |
| WU | WESTERN UN CO | 3.71% | 3.67M | $32.1M | -36.75%(-2.13M) | $15.50(-46.40%) | 2026-03-31 | |
| CCU | COMPANIA CERVECERIAS UNIDAS | 2.46% | 1.87M | $21.3M | -12.22%(-260.71K) | $12.31(-4.41%) | 2026-03-31 | |
| TAL | TAL ED GROUP | 1.78% | 1.35M | $15.4M | +0.00%(+0) | $6.00(+83.35%) | 2026-03-31 | |
| TEO | TELECOM ARGENTINA SA | 0.56% | 414.2K | $4.8M | -15.09%(-73.61K) | $6.55(+89.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.39% | +45.80% |
| Top 20 Holdings Unweighted | +15.03% | +52.20% |
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