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Kora Management LP
hedge fundUpdated 27 days agoManaged by Kora Management Lp • Latest filing Q2 2026
Portfolio value
$843M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $435.2M |
| Q2 2023 | $371.6M |
| Q3 2023 | $387.1M |
| Q4 2023 | $406M |
| Q1 2024 | $482.9M |
| Q2 2024 | $727.5M |
| Q3 2024 | $836.4M |
| Q4 2024 | $861M |
| Q1 2025 | $764.4M |
| Q2 2025 | $813.7M |
| Q3 2025 | $941.8M |
| Q4 2025 | $750.7M |
| Q1 2026 | $701.5M |
| Q2 2026 | $843M |
Top holdings
10 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SE SEA LTD | $363.5M | 3.79M | 43.12% | — |
| 2 | N NBIS NEBIUS GROUP N.V. | $128.9M | 466.6K | 15.29% | — |
| 3 | N NU NU HLDGS LTD | $97.1M | 7.26M | 11.51% | — |
| 4 | U U UNITY SOFTWARE INC | $72.4M | 2.53M | 8.58% | — |
| 5 | P PDD PDD HOLDINGS INC | $37.4M | 490.6K | 4.44% | — |
| 6 | M MELI MERCADOLIBRE INC | $36.1M | 21.3K | 4.28% | — |
| 7 | R RBLX ROBLOX CORP | $33.2M | 610.0K | 3.94% | — |
| 8 | G GGAL GRUPO FINANCIERO GALICIA S.A | $32.9M | 657.3K | 3.90% | — |
| 9 | ? N/A KASPI KZ JSC | $20.9M | 241.5K | 2.48% | — |
| 10 | B BBAAY ALIBABA GROUP HLDG LTD | $20.7M | 216.0K | 2.46% | — |