Kora Management LP Activity Q4 2015-Q3 2023

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Q3 2023

			Value		Shares		↓ Weighting
SE	Buy	SEA LTDsponsord ads	$185,007,525	-17.3%	4,209,500	+9.2%	47.79%	-20.6%
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	–	3.22%	–

Q2 2023

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsord ads	$223,715,180	–	3,854,500	–	60.21%	–
	New	NU HLDGS LTD	$79,815,240	–	10,116,000	–	21.48%	–
STNE	New	STONECO LTD	$29,849,820	–	2,343,000	–	8.03%	–
CPNG	New	COUPANG INCcl a	$19,331,400	–	1,111,000	–	5.20%	–
PDD	New	PDD HOLDINGS INCsponsored ads	$18,857,935	–	272,750	–	5.08%	–

Q4 2022

			Value		Shares		↓ Weighting
	Exit	NU HLDGS LTD	$0	–	-7,545,000	–	-9.93%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-545,000	–	-10.20%	–
STNE	Exit	STONECO LTD	$0	–	-4,643,000	–	-13.24%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-3,974,500	–	-66.63%	–

Q3 2022

			Value		Shares		↓ Weighting
SE	Buy	SEA LTDsponsord ads	$222,771,000	-11.5%	3,974,500	+5.6%	66.63%	-19.8%
PDD	New	PINDUODUO INCsponsored ads	$34,106,000	–	545,000	–	10.20%	–
	Buy	NU HLDGS LTD	$33,198,000	+113.9%	7,545,000	+81.8%	9.93%	+93.8%

Q2 2022

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsord ads	$251,641,000	–	3,763,700	–	83.07%	–
STNE	New	STONECO LTD	$35,751,000	–	4,643,000	–	11.80%	–
	New	NU HLDGS LTD	$15,521,000	–	4,150,000	–	5.12%	–

Q4 2021

			Value		Shares		↓ Weighting
STNE	Exit	STONECO LTD	$0	–	-1,092,000	–	-3.30%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-3,484,000	–	-96.70%	–

Q3 2021

			Value		Shares		↓ Weighting
STNE	New	STONECO LTD	$37,914,000	–	1,092,000	–	3.30%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-35,500	–	-5.46%	–

Q2 2021

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsord ads	$956,706,000	–	3,484,000	–	94.54%	–
MELI	New	MERCADOLIBRE INC	$55,302,000	–	35,500	–	5.46%	–

Q4 2020

			Value		Shares		↓ Weighting
API	Exit	AGORA INCads	$0	–	-405,500	–	-2.04%	–
YNDX	Exit	YANDEX N V	$0	–	-500,000	–	-3.82%	–
STNE	Exit	STONECO LTD	$0	–	-822,000	–	-5.09%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-70,000	–	-8.87%	–
JD	Exit	JD.COM INCspon adr cl a	$0	–	-1,124,000	–	-10.21%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-3,880,000	–	-69.97%	–

Q3 2020

			Value		Shares		↓ Weighting
SE	Sell	SEA LTDsponsord ads	$597,675,000	+28.7%	3,880,000	-10.4%	69.97%	+3.7%
YNDX	New	YANDEX N V	$32,625,000	–	500,000	–	3.82%	–
HDB	Exit	HDFC BANK LTDsponsored ads	$0	–	-225,000	–	-1.49%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-320,000	–	-3.99%	–

Q2 2020

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsored ads	$464,349,000	–	4,330,000	–	67.45%	–
MELI	New	MERCADOLIBRE INC	$69,004,000	–	70,000	–	10.02%	–
JD	New	JD.COM INCspon adr cl a	$67,642,000	–	1,124,000	–	9.82%	–
STNE	New	STONECO LTD	$31,861,000	–	822,000	–	4.63%	–
PDD	New	PINDUODUO INCsponsored ads	$27,469,000	–	320,000	–	3.99%	–
API	New	AGORA INCads	$17,911,000	–	405,500	–	2.60%	–
HDB	New	HDFC BANK LTDsponsored ads	$10,229,000	–	225,000	–	1.49%	–

Q4 2019

			Value		Shares		↓ Weighting
SUPV	Exit	GRUPO SUPERVIELLE S Asponsored adr	$0	–	-2,393,514	–	-2.04%	–
LX	Exit	LEXINFINTECH HLDGS LTDadr	$0	–	-1,127,000	–	-3.00%	–
STNE	Exit	STONECO LTD	$0	–	-468,000	–	-4.32%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-730,500	–	-5.47%	–
WUBA	Exit	58 COM INCspon adr rep a	$0	–	-673,000	–	-8.81%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-90,000	–	-13.17%	–
YNDX	Exit	YANDEX N V	$0	–	-1,426,000	–	-13.25%	–
SE	Exit	SEA LTDsponsored ads	$0	–	-6,080,000	–	-49.94%	–

Q3 2019

			Value		Shares		↓ Weighting
SE	Buy	SEA LTDsponsored ads	$188,176,000	+19.3%	6,080,000	+28.0%	49.94%	+6.7%
YNDX	Buy	YANDEX N V	$49,924,000	+17.9%	1,426,000	+28.0%	13.25%	+5.5%
WUBA	Buy	58 COM INCspon adr rep a	$33,186,000	+17.3%	673,000	+47.9%	8.81%	+4.9%
STNE	New	STONECO LTD	$16,277,000	–	468,000	–	4.32%	–

Q2 2019

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsored ads	$157,795,000	–	4,750,000	–	46.82%	–
MELI	New	MERCADOLIBRE INC	$55,059,000	–	90,000	–	16.34%	–
YNDX	New	YANDEX N V	$42,332,000	–	1,114,000	–	12.56%	–
WUBA	New	58 COM INCspon adr rep a	$28,287,000	–	455,000	–	8.39%	–
JD	New	JD COM INCspon adr cl a	$22,127,000	–	730,500	–	6.56%	–
SUPV	New	GRUPO SUPERVIELLE S Asponsored adr	$18,861,000	–	2,393,514	–	5.60%	–
LX	New	LEXINFINTECH HLDGS LTDadr	$12,577,000	–	1,127,000	–	3.73%	–

Q4 2018

			Value		Shares		↓ Weighting
VIPS	Exit	VIPSHOP HLDGS LTDsponsored adr	$0	–	-1,620,000	–	-5.16%	–
SUPV	Exit	GRUPO SUPERVIELLE S Asponsored adr	$0	–	-1,638,514	–	-6.41%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-730,500	–	-9.72%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-90,000	–	-15.63%	–
YNDX	Exit	YANDEX N V	$0	–	-1,114,000	–	-18.69%	–
SE	Exit	SEA LTDadr	$0	–	-2,700,000	–	-19.05%	–
WUBA	Exit	58 COM INCspon adr rep a	$0	–	-675,000	–	-25.34%	–

Q3 2018

			Value		Shares		↓ Weighting
SE	Buy	SEA LTDadr	$37,341,000	+42.3%	2,700,000	+54.3%	19.05%	+58.1%
JD	Sell	JD COM INCspon adr cl a	$19,059,000	-55.7%	730,500	-33.9%	9.72%	-50.8%

Q2 2018

			Value		Shares		↓ Weighting
WUBA	New	58 COM INCspon adr rep a	$46,805,000	–	675,000	–	21.48%	–
JD	New	JD COM INCspon adr cl a	$43,059,000	–	1,105,500	–	19.76%	–
YNDX	New	YANDEX N V	$39,993,000	–	1,114,000	–	18.35%	–
MELI	New	MERCADOLIBRE INC	$26,904,000	–	90,000	–	12.35%	–
SE	New	SEA LTDadr	$26,250,000	–	1,750,000	–	12.05%	–
VIPS	New	VIPSHOP HLDGS LTDsponsored adr	$17,577,000	–	1,620,000	–	8.07%	–
SUPV	New	GRUPO SUPERVIELLE S Asponsored adr	$17,335,000	–	1,638,514	–	7.96%	–

Q4 2017

			Value		Shares		↓ Weighting
LILAK	Exit	LIBERTY GLOBAL PLC	$0	–	-180,000	–	-2.44%	–
NETS	Exit	NETSHOES CAYMAN LTD	$0	–	-484,953	–	-3.70%	–
LILA	Exit	LIBERTY GLOBAL PLC	$0	–	-364,358	–	-5.03%	–
CTRP	Exit	CTRIP COM INTL LTD	$0	–	-279,132	–	-8.55%	–
YNDX	Exit	YANDEX N V	$0	–	-545,000	–	-10.43%	–
ARCO	Exit	ARCOS DORADOS HOLDINGS INC	$0	–	-1,976,643	–	-11.54%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-745,500	–	-16.54%	–
SUPV	Exit	GRUPO SUPERVIELLE S Asponsored adr	$0	–	-1,313,514	–	-18.84%	–
WUBA	Exit	58 COM INCspon adr rep a	$0	–	-625,000	–	-22.92%	–

Q3 2017

			Value		Shares		↓ Weighting
SUPV	Buy	GRUPO SUPERVIELLE S Asponsored adr	$32,431,000	+54.2%	1,313,514	+12.9%	18.84%	+40.2%
MELI	Exit	MERCADOLIBRE INC	$0	–	-54,250	–	-8.70%	–

Q2 2017

			Value		Shares		↓ Weighting
JD	New	JD COM INCspon adr cl a	$29,239,000	–	745,500	–	18.68%	–
WUBA	New	58 COM INCspon adr rep a	$27,569,000	–	625,000	–	17.61%	–
SUPV	New	GRUPO SUPERVIELLE S Asponsored adr	$21,036,000	–	1,163,514	–	13.44%	–
CTRP	New	CTRIP COM INTL LTD	$15,034,000	–	279,132	–	9.60%	–
ARCO	New	ARCOS DORADOS HOLDINGS INC	$14,726,000	–	1,976,643	–	9.41%	–
YNDX	New	YANDEX N V	$14,301,000	–	545,000	–	9.14%	–
MELI	New	MERCADOLIBRE INC	$13,610,000	–	54,250	–	8.70%	–
NETS	New	NETSHOES CAYMAN LTD	$9,229,000	–	484,953	–	5.90%	–
LILA	New	LIBERTY GLOBAL PLC	$7,932,000	–	364,358	–	5.07%	–
LILAK	New	LIBERTY GLOBAL PLC	$3,854,000	–	180,000	–	2.46%	–

Q4 2016

			Value		Shares		↓ Weighting
GLUU	Exit	GLU MOBILE INCcall	$0	–	-500,000	–	-0.63%	–
LILAK	Exit	LIBERTY GLOBAL PLC	$0	–	-200,000	–	-3.14%	–
YY	Exit	YY INC	$0	–	-210,000	–	-6.26%	–
SUPV	Exit	GRUPO SUPERVIELLE S Asponsored adr	$0	–	-864,327	–	-7.16%	–
LILA	Exit	LIBERTY GLOBAL PLC	$0	–	-538,175	–	-8.30%	–
CTRP	Exit	CTRIP COM INTL LTD	$0	–	-438,480	–	-11.42%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-795,000	–	-11.60%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-132,500	–	-13.71%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-240,000	–	-14.20%	–
WUBA	Exit	58 COM INCspon adr rep a	$0	–	-885,000	–	-23.59%	–

Q3 2016

			Value		Shares		↓ Weighting
WUBA	Buy	58 COM INCspon adr rep a	$42,179,000	+44.7%	885,000	+39.4%	23.59%	+3.4%
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$25,390,000	–	240,000	–	14.20%	–
MELI	Sell	MERCADOLIBRE INC	$24,509,000	+5.6%	132,500	-19.7%	13.71%	-24.5%
CTRP	Sell	CTRIP COM INTL LTD	$20,420,000	-11.3%	438,480	-21.5%	11.42%	-36.6%
SUPV	New	GRUPO SUPERVIELLE S Asponsored adr	$12,801,000	–	864,327	–	7.16%	–
YY	New	YY INC	$11,189,000	–	210,000	–	6.26%	–
LILAK	Buy	LIBERTY GLOBAL PLC	$5,610,000	-4.1%	200,000	+11.1%	3.14%	-31.5%
GLUU	New	GLU MOBILE INCcall	$1,120,000	–	500,000	–	0.63%	–
VIPS	Exit	VIPSHOP HLDGS LTDsponsored adr	$0	–	-1,103,213	–	-9.64%	–

Q2 2016

			Value		Shares		↓ Weighting
WUBA	New	58 COM INCspon adr rep a	$29,140,000	–	635,000	–	22.81%	–
MELI	New	MERCADOLIBRE INC	$23,211,000	–	165,000	–	18.17%	–
CTRP	New	CTRIP COM INTL LTD	$23,009,000	–	558,480	–	18.01%	–
LILA	New	LIBERTY GLOBAL PLC	$17,362,000	–	538,175	–	13.59%	–
JD	New	JD COM INCspon adr cl a	$16,878,000	–	795,000	–	13.21%	–
VIPS	New	VIPSHOP HLDGS LTDsponsored adr	$12,323,000	–	1,103,213	–	9.64%	–
LILAK	New	LIBERTY GLOBAL PLC	$5,848,000	–	180,000	–	4.58%	–

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