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Hedge Funds Similar to Discerene Group

13F Portfolio OverlapQ2 2026Discerene Group portfolio →
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Most similar hedge funds by 13F overlap

Discerene Group LP is an institutional investor managing $889M across 12 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Discerene Group are Yiheng, SERENITY PTE. LTD., Carrhae LLP, with shared positions in $JD, $EDU, $TAL, $BABA, $SLB, $HAL. The full ranking of 7 similar funds is below.

#1Yiheng Capital Management, L.P.Active
Substantial overlap · 3 shared positions
$JD$EDU$TAL
$291M
28 positions
#2SERENITY CAPITAL MANAGEMENT PTE. LTD.Smart money
Notable overlap · 3 shared positions
$EDU$BABA$TAL
$332M
11 positions
#3Carrhae Capital LLPSmart money
Notable overlap · 3 shared positions
$BABA$SLB$HAL
$3.6B
29 positions
#4Ruffer LLPPassive
Some overlap · 3 shared positions
$BABA$SLB$JD
$2.8B
187 positions
#5Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$BABA$SLB$HAL
$395M
34 positions
#6Tairen Capital LtdActive
Slight overlap · 3 shared positions
$SLB$BABA$EDU
$1.1B
44 positions
#7Endure Capital Management, LLCActive
Slight overlap · 3 shared positions
$JD$BABA$CPRT
$451M
50 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.