$128 Million is the total value of Kora Management LP's 7 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WUBA | Buy | 58 COM INCspon adr rep a | $29,140,000 | -8.1% | 635,000 | +11.4% | 22.81% | +8.4% |
| MELI | New | MERCADOLIBRE INC | $23,211,000 | – | 165,000 | +100.0% | 18.17% | – |
| CTRP | Sell | CTRIP COM INTL LTD | $23,009,000 | -19.9% | 558,480 | -13.9% | 18.01% | -5.4% |
| LILA | Sell | LIBERTY GLOBAL PLC | $17,362,000 | -40.3% | 538,175 | -35.2% | 13.59% | -29.6% |
| JD | Sell | JD COM INCspon adr cl a | $16,878,000 | -36.0% | 795,000 | -20.1% | 13.21% | -24.5% |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored adr | $12,323,000 | -60.4% | 1,103,213 | -54.3% | 9.64% | -53.2% |
| LILAK | Buy | LIBERTY GLOBAL PLC | $5,848,000 | +54.4% | 180,000 | +80.0% | 4.58% | +82.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
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.