$169 Million is the total value of Kora Management LP's 12 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JD | Buy | JD COM INCspon adr cl a | $28,481,000 | +56.5% | 915,500 | +28.0% | 16.89% | +24.3% |
| SUPV | GRUPO SUPERVIELLE S Asponsored adr | $21,990,000 | +29.4% | 1,293,514 | 0.0% | 13.04% | +2.8% | |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $17,683,000 | +118.8% | 2,196,643 | +46.8% | 10.49% | +73.8% |
| WUBA | Sell | 58 COM INCspon adr rep a | $16,102,000 | +8.1% | 455,000 | -14.5% | 9.55% | -14.1% |
| CTRP | Sell | CTRIP COM INTL LTD | $16,079,000 | +1.9% | 327,132 | -17.1% | 9.54% | -19.1% |
| MELI | Sell | MERCADOLIBRE INC | $14,644,000 | -31.7% | 69,250 | -49.5% | 8.68% | -45.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $13,910,000 | -11.5% | 129,000 | -27.9% | 8.25% | -29.7% |
| BZUN | New | BAOZUN INCsponsored adr | $9,562,000 | – | 640,000 | +100.0% | 5.67% | – |
| YNDX | New | YANDEX N V | $9,211,000 | – | 420,000 | +100.0% | 5.46% | – |
| YY | YY INC | $8,715,000 | +17.0% | 189,000 | 0.0% | 5.17% | -7.1% | |
| LILA | Sell | LIBERTY GLOBAL PLC | $8,103,000 | -23.8% | 364,358 | -24.8% | 4.80% | -39.5% |
| LILAK | LIBERTY GLOBAL PLC | $4,147,000 | +8.8% | 180,000 | 0.0% | 2.46% | -13.5% | |
| GLUU | Exit | GLU MOBILE INCcall | $0 | – | -500,000 | -100.0% | -0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
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.