$134 Million is the total value of Kora Management LP's 11 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $21,430,000 | -12.6% | 137,250 | +3.6% | 16.00% | +16.7% |
| JD | Sell | JD COM INCspon adr cl a | $18,202,000 | -12.2% | 715,500 | -10.0% | 13.59% | +17.1% |
| SUPV | Buy | GRUPO SUPERVIELLE S Asponsored adr | $16,997,000 | +32.8% | 1,293,514 | +49.7% | 12.69% | +77.2% |
| CTRP | Sell | CTRIP COM INTL LTD | $15,785,000 | -22.7% | 394,632 | -10.0% | 11.78% | +3.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $15,718,000 | -38.1% | 179,000 | -25.4% | 11.73% | -17.4% |
| WUBA | Sell | 58 COM INCspon adr rep a | $14,896,000 | -64.7% | 532,000 | -39.9% | 11.12% | -52.9% |
| LILA | Sell | LIBERTY GLOBAL PLC | $10,637,000 | -28.4% | 484,358 | -10.0% | 7.94% | -4.4% |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $8,082,000 | – | 1,496,643 | +100.0% | 6.03% | – |
| YY | Sell | YY INC | $7,450,000 | -33.4% | 189,000 | -10.0% | 5.56% | -11.1% |
| LILAK | Sell | LIBERTY GLOBAL PLC | $3,811,000 | -32.1% | 180,000 | -10.0% | 2.84% | -9.3% |
| GLUU | GLU MOBILE INCcall | $970,000 | -13.4% | 500,000 | 0.0% | 0.72% | +15.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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.