Kora Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Kora Management Lp disclosed 10 stock positions valued at approximately $842.97M as of quarter-end June 30, 2026. The largest holdings include SEA LTD, NEBIUS GROUP N.V., and NU HLDGS LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $842.97M
Holdings by Sector
Kora Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SEA LTD | SE | Consumer Cyclical | 43.12% | 3,792,812 | +229,714 | +6.45% | $363,465,174 |
| NEBIUS GROUP N.V. | NBIS | Other | 15.29% | 466,616 | -589,200 | -55.81% | $128,865,341 |
| NU HLDGS LTD | NU | Financial Services | 11.51% | 7,265,000 | - | - | $97,060,400 |
| UNITY SOFTWARE INC | U | Technology | 8.58% | 2,531,727 | +937,500 | +58.81% | $72,356,758 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 4.44% | 490,650 | - | - | $37,426,782 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 4.28% | 21,257 | - | - | $36,081,419 |
| ROBLOX CORP | RBLX | Communication Services | 3.94% | 610,000 | +220,000 | +56.41% | $33,171,800 |
| GRUPO FINANCIERO GALICIA S.A | GGAL | Financial Services | 3.90% | 657,333 | - | - | $32,886,370 |
| KASPI KZ JSC | KSPI | Technology | 2.48% | 241,500 | - | - | $20,923,560 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.46% | 216,000 | +216,000 | +100.00% | $20,731,680 |
Showing 10 of 10 holdings in the latest reporting period.