Discerene Group LP
STAMFORD CT · SEC CIK 0001632958
$8.89亿2026Q2 申报市值
12持仓数
99.3%前十大占比 · 第一大 29.6%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CPRT 新建仓+$9,520.73万
EDU 加仓+$5,473.22万
BABA 加仓+$911.81万
2026Q2 卖出最多 按季末市值估算
SLB 减仓-$899.58万
SABR 减仓-$414.47万
CCU 减仓-$266.71万
WU 减仓-$183.95万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $2.63亿 | 29.55% | 2,737,678 | 95,000 | 3.6% | $911.81万 | 加仓 |
| JD | JD.COM INC | $1.52亿 | 17.07% | 5,957,841 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.41亿 | 15.89% | 3,077,987 | 1,192,164 | 63.2% | $5,473.22万 | 加仓 |
| CPRT | COPART INC | $9,520.73万 | 10.71% | 3,377,342 | 3,377,342 | — | $9,520.73万 | 新建仓 |
| SABR | SABRE CORP | $7,756.08万 | 8.72% | 37,110,431 | -1,983,100 | -5.1% | -$414.47万 | 减仓 |
| SLB | SLB LIMITED | $6,248.28万 | 7.03% | 1,344,005 | -193,500 | -12.6% | -$899.58万 | 减仓 |
| HAL | HALLIBURTON CO | $3,374.36万 | 3.80% | 993,920 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $2,643.81万 | 2.97% | 3,433,523 | -238,894 | -6.5% | -$183.95万 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $1,830.64万 | 2.06% | 1,634,502 | -238,133 | -12.7% | -$266.71万 | 减仓 |
| TAL | TAL ED GROUP | $1,296.48万 | 1.46% | 1,354,733 | 0 | 0.0% | — | 不变 |
| TEO | TELECOM ARGENTINA SA | $538.52万 | 0.61% | 414,244 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $117.48万 | 0.13% | 199,788 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP 看涨期权 | $0 | 0.00% | 0 | -1,873,600 | -100.0% | -$8,268.20万 | 清仓 |