Kora Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Kora Management LP reported 6 stock positions worth $482.9 million. Its top holding was Sea Ltd.-ADR (SE) at 51.6% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 23.0%) and PDD (PDD, 11.9%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 2 and reduced 2. The biggest buy was Sea Ltd.-ADR (SE, shares +9%) and the biggest sale PDD (PDD, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001659815
- Portfolio Value
- $482.9M (Q1 2024)
- SEC Filing
- 0000902664-24-003588 ↗ filed May 15, 2024
Holdings Value
Holdings 6 stocks · $482.9M
| SE Sea Ltd.-ADR | 51.58% | 4,637,500 | $249.1M | Add +9.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 23.04% | 9,327,000 | $111.3M | No change |
| PDD PDD Holdings Inc. | 11.92% | 495,250 | $57.6M | Reduce -11.8% |
| RBLX Roblox Corp. Class A | 6.05% | 765,000 | $29.2M | Add +77.5% |
| MELI MercadoLibre Inc. | 4.60% | 14,700 | $22.2M | New |
| STNE Stoneco Ltd. Class A | 2.80% | 814,200 | $13.5M | Reduce -50.0% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |