Kora Management LP 13F Holdings · Q2 2026
Kora Management LP reported 10 securities worth $842.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SE (43.12%), NBIS (15.29%), NU (11.51%). Among its top 25 positions this quarter: 1 new, 3 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $363.5M | 43.12% | 3.8M | Added |
| 2 | NBIS | NEBIUS GROUP N.V. | $128.9M | 15.29% | 466,616 | Trimmed |
| 3 | NU | NU HLDGS LTD | $97.1M | 11.51% | 7.3M | Hold |
| 4 | U | UNITY SOFTWARE INC | $72.4M | 8.58% | 2.5M | Added |
| 5 | PDD | PDD HOLDINGS INC | $37.4M | 4.44% | 490,650 | Hold |
| 6 | MELI | MERCADOLIBRE INC | $36.1M | 4.28% | 21,257 | Hold |
| 7 | RBLX | ROBLOX CORP | $33.2M | 3.94% | 610,000 | Added |
| 8 | GGAL | GRUPO FINANCIERO GALICIA S.A | $32.9M | 3.90% | 657,333 | Hold |
| 9 | KSPI | KASPI KZ JSC | $20.9M | 2.48% | 241,500 | Hold |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $20.7M | 2.46% | 216,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR