$157 Million is the total value of Kora Management LP's 10 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JD | Sell | JD COM INCspon adr cl a | $29,239,000 | +2.7% | 745,500 | -18.6% | 18.68% | +10.6% |
| WUBA | Buy | 58 COM INCspon adr rep a | $27,569,000 | +71.2% | 625,000 | +37.4% | 17.61% | +84.4% |
| SUPV | Sell | GRUPO SUPERVIELLE S Asponsored adr | $21,036,000 | -4.3% | 1,163,514 | -10.1% | 13.44% | +3.1% |
| CTRP | Sell | CTRIP COM INTL LTD | $15,034,000 | -6.5% | 279,132 | -14.7% | 9.60% | +0.7% |
| ARCO | Sell | ARCOS DORADOS HOLDINGS INC | $14,726,000 | -16.7% | 1,976,643 | -10.0% | 9.41% | -10.3% |
| YNDX | Buy | YANDEX N V | $14,301,000 | +55.3% | 545,000 | +29.8% | 9.14% | +67.3% |
| MELI | Sell | MERCADOLIBRE INC | $13,610,000 | -7.1% | 54,250 | -21.7% | 8.70% | +0.1% |
| NETS | New | NETSHOES CAYMAN LTD | $9,229,000 | – | 484,953 | +100.0% | 5.90% | – |
| LILA | LIBERTY GLOBAL PLC | $7,932,000 | -2.1% | 364,358 | 0.0% | 5.07% | +5.5% | |
| LILAK | LIBERTY GLOBAL PLC | $3,854,000 | -7.1% | 180,000 | 0.0% | 2.46% | +0.1% | |
| YY | Exit | YY INC | $0 | – | -189,000 | -100.0% | -5.17% | – |
| BZUN | Exit | BAOZUN INCsponsored adr | $0 | – | -640,000 | -100.0% | -5.67% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -129,000 | -100.0% | -8.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
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.