Kora Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Kora Management LP reported 7 stock positions worth $687.8 million. Its top holding was Sea Ltd.-ADR (SE) at 63.6% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 11.8%) and PDD (PDD, 10.5%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Grab Class A (GRAB) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001659815
- Portfolio Value
- $687.8M (Q3 2024)
- SEC Filing
- 0000902664-24-006600 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $687.8M
| SE Sea Ltd.-ADR | 63.57% | 4,637,500 | $437.2M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 11.84% | 5,965,000 | $81.4M | Reduce -31.8% |
| PDD PDD Holdings Inc. | 10.55% | 538,250 | $72.6M | Add +8.7% |
| RBLX Roblox Corp. Class A | 4.92% | 765,000 | $33.9M | No change |
| MELI MercadoLibre Inc. | 4.39% | 14,700 | $30.2M | No change |
| GRAB Grab Holdings Ltd. Class A | 2.74% | 4,953,000 | $18.8M | New |
| BZ Kanzhun Ltd. - ADR | 2.00% | 794,000 | $13.8M | New |
Options reported separately and not counted above: BABA calls ($148.6M).
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
Options Activity Q2 2024 → Q3 2024
| BABA Alibaba Group Holding-SP ADR | call | Reduce -36.4% | 1,400,000 | $148.6M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |