Kora Management LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Kora Management LP reported 6 stock positions worth $569.1 million. Its top holding was Sea Ltd.-ADR (SE) at 58.2% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 19.8%) and PDD (PDD, 11.6%). Compared with Q1 2024, it reduced 2. The biggest sale was Nu Holdings Ltd./Cayman Isl-A (NU, shares −6%).

Most Recent 13F
Q2 2026
Location
BROOKLYN, NY
CIK
0001659815
Portfolio Value
$569.1M (Q2 2024)
SEC Filing
0000902664-24-005138 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $482.9M Q1 2024 Q2 2024: $569.1M $569.1M Q2 2024 Q3 2024: $687.8M Q3 2024 Q4 2024: $742.3M Q4 2024 Q1 2025: $764.4M Q1 2025 Q2 2025: $813.7M Q2 2025 Q3 2025: $941.8M Q3 2025 Q4 2025: $750.7M Q4 2025 Q1 2026: $701.5M Q1 2026 Q2 2026: $843.0M Q2 2026

Holdings 6 stocks · $569.1M
SE Sea Ltd.-ADR 58.20% 4,637,500 $331.2M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 19.82% 8,752,000 $112.8M Reduce -6.2%
PDD PDD Holdings Inc. 11.57% 495,250 $65.8M No change
RBLX Roblox Corp. Class A 5.00% 765,000 $28.5M No change
MELI MercadoLibre Inc. 4.25% 14,700 $24.2M No change
STNE Stoneco Ltd. Class A 1.16% 548,700 $6.6M Reduce -32.6%

Options reported separately and not counted above: BABA calls ($158.4M).

Portfolio Sells Q1 2024 → Q2 2024
NU Nu Holdings Ltd./Cayman Isl-A Reduce -6.2% 19.82% −3.22
STNE Stoneco Ltd. Class A Reduce -32.6% 1.16% −1.64

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

Options Activity Q1 2024 → Q2 2024
BABA Alibaba Group Holding-SP ADR call New 2,200,000 $158.4M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$843.0MSE, NBIS, NU, U, PDD
Q1 2026 9$701.5MSE, NBIS, NU, PDD, MELI
Q4 2025 9$750.7MSE, NU, NBIS, PDD, MELI
Q3 2025 7$941.8MSE, NU, NBIS, PDD, RBLX
Q2 2025 6$813.7MSE, NBIS, NU, RBLX, PDD
Q1 2025 8$764.4MSE, PDD, NBIS, NU, BABA
Q4 2024 7$742.3MSE, NBIS, NU, RBLX, PDD
Q3 2024 7$687.8MSE, NU, PDD, RBLX, MELI
Q2 2024 6$569.1MSE, NU, PDD, RBLX, MELI
Q1 2024 6$482.9MSE, NU, PDD, RBLX, MELI