Kora Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Kora Management LP reported 9 stock positions worth $701.5 million. Its top holding was Sea Ltd.-ADR (SE) at 42.1% of the portfolio, followed by Nebius (NBIS, 15.6%) and Nu Holdings Ltd./Cayman Isl-A (NU, 14.9%). Compared with Q4 2025, it added to 6. The biggest buy was Nebius (NBIS, shares +24%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001659815
- Portfolio Value
- $701.5M (Q1 2026)
- SEC Filing
- 0000902664-26-002521 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $701.5M
| SE Sea Ltd.-ADR | 42.06% | 3,563,098 | $295.1M | Add +13.7% |
| NBIS Nebius Group NV | 15.62% | 1,055,816 | $109.6M | Add +23.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 14.88% | 7,265,000 | $104.4M | No change |
| PDD PDD Holdings Inc. | 7.15% | 490,650 | $50.1M | No change |
| MELI MercadoLibre Inc. | 5.24% | 21,257 | $36.8M | No change |
| U Unity Software Inc. | 4.99% | 1,594,227 | $35.0M | Add +5547.9% |
| GGAL Grupo Financiero Galicia-ADR | 4.38% | 657,333 | $30.7M | Add +22.1% |
| RBLX Roblox Corp. Class A | 3.14% | 390,000 | $22.1M | Add +100.0% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 2.55% | 241,500 | $17.9M | Add +42.5% |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 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 |