$387 Million is the total value of Kora Management LP's 6 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Buy | SEA LTDsponsord ads | $185,007,525 | -17.3% | 4,209,500 | +9.2% | 47.79% | -20.6% |
| NU HLDGS LTD | $73,341,000 | -8.1% | 10,116,000 | 0.0% | 18.95% | -11.8% | ||
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $66,614,048 | +253.2% | 679,250 | +149.0% | 17.21% | +239.1% |
| CPNG | Buy | COUPANG INCcl a | $26,673,000 | +38.0% | 1,569,000 | +41.2% | 6.89% | +32.4% |
| STNE | Sell | STONECO LTD | $22,998,118 | -23.0% | 2,155,400 | -8.0% | 5.94% | -26.0% |
| RBLX | New | ROBOLOX CORPcl a | $12,481,760 | – | 431,000 | +100.0% | 3.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEA LTD | 23 | Q3 2023 | 96.7% |
| JD.COM INC | 22 | Q1 2021 | 19.8% |
| MERCADOLIBRE INC | 18 | Q2 2021 | 20.1% |
| 58 COM INC | 17 | Q4 2019 | 28.4% |
| YANDEX N V | 14 | Q3 2020 | 19.4% |
| GRUPO SUPERVIELLE S A | 14 | Q4 2019 | 24.5% |
| STONECO LTD | 14 | Q3 2023 | 13.9% |
| LIBERTY GLOBAL PLC | 8 | Q3 2017 | 21.6% |
| VIPSHOP HLDGS LTD | 8 | Q1 2019 | 20.6% |
| CTRIP COM INTL LTD | 7 | Q3 2017 | 19.0% |
View Kora Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Liberty Global plc | February 14, 2017 | 484,358 | 0.9% |
View Kora Management LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Kora Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.