Kora Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Kora Management LP reported 10 stock positions worth $843.0 million. Its top holding was Sea Ltd.-ADR (SE) at 43.1% of the portfolio, followed by Nebius (NBIS, 15.3%) and Nu Holdings Ltd./Cayman Isl-A (NU, 11.5%). Compared with Q1 2026, it opened 1 new position, added to 3 and reduced 1. The biggest buy was Unity Software (U, shares +59%) and the biggest sale Nebius (NBIS, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001659815
- Portfolio Value
- $843.0M (Q2 2026)
- SEC Filing
- 0000902664-26-003508 ↗ filed Aug 14, 2026
Holdings Value
Holdings 10 stocks · $843.0M
| SE Sea Ltd.-ADR | 43.12% | 3,792,812 | $363.5M | Add +6.5% |
| NBIS Nebius Group NV | 15.29% | 466,616 | $128.9M | Reduce -55.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 11.51% | 7,265,000 | $97.1M | No change |
| U Unity Software Inc. | 8.58% | 2,531,727 | $72.4M | Add +58.8% |
| PDD PDD Holdings Inc. | 4.44% | 490,650 | $37.4M | No change |
| MELI MercadoLibre Inc. | 4.28% | 21,257 | $36.1M | No change |
| RBLX Roblox Corp. Class A | 3.94% | 610,000 | $33.2M | Add +56.4% |
| GGAL Grupo Financiero Galicia-ADR | 3.90% | 657,333 | $32.9M | No change |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 2.48% | 241,500 | $20.9M | No change |
| BABA Alibaba Group Holding-SP ADR | 2.46% | 216,000 | $20.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
| NBIS Nebius Group NV | Reduce -55.8% | 15.29% | −0.33 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $843.0M | SE, NBIS, NU, U, PDD |
| Q1 2026 | 9 | $701.5M | SE, NBIS, NU, PDD, MELI |
| Q4 2025 | 9 | $750.7M | SE, NU, NBIS, PDD, MELI |
| Q3 2025 | 7 | $941.8M | SE, NU, NBIS, PDD, RBLX |
| Q2 2025 | 6 | $813.7M | SE, NBIS, NU, RBLX, PDD |
| Q1 2025 | 8 | $764.4M | SE, PDD, NBIS, NU, BABA |
| Q4 2024 | 7 | $742.3M | SE, NBIS, NU, RBLX, PDD |
| Q3 2024 | 7 | $687.8M | SE, NU, PDD, RBLX, MELI |
| Q2 2024 | 6 | $569.1M | SE, NU, PDD, RBLX, MELI |
| Q1 2024 | 6 | $482.9M | SE, NU, PDD, RBLX, MELI |