Kora Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Kora Management LP reported 7 stock positions worth $742.3 million. Its top holding was Sea Ltd.-ADR (SE) at 60.7% of the portfolio, followed by Nebius (NBIS, 11.9%) and Nu Holdings Ltd./Cayman Isl-A (NU, 6.5%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Nebius (NBIS) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001659815
- Portfolio Value
- $742.3M (Q4 2024)
- SEC Filing
- 0000902664-25-001049 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $742.3M
| SE Sea Ltd.-ADR | 60.66% | 4,243,625 | $450.2M | Reduce -8.5% |
| NBIS Nebius Group NV | 11.91% | 3,190,476 | $88.4M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 6.49% | 4,651,000 | $48.2M | Reduce -22.0% |
| RBLX Roblox Corp. Class A | 5.96% | 765,000 | $44.3M | No change |
| PDD PDD Holdings Inc. | 5.92% | 453,250 | $44.0M | Reduce -15.8% |
| MELI MercadoLibre Inc. | 5.91% | 25,800 | $43.9M | Add +75.5% |
| GRAB Grab Holdings Ltd. Class A | 3.15% | 4,953,000 | $23.4M | No change |
Options reported separately and not counted above: BABA calls ($118.7M).
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |