$172 Million is the total value of Kora Management LP's 9 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WUBA | 58 COM INCspon adr rep a | $39,463,000 | +43.1% | 625,000 | 0.0% | 22.92% | +30.2% | |
| SUPV | Buy | GRUPO SUPERVIELLE S Asponsored adr | $32,431,000 | +54.2% | 1,313,514 | +12.9% | 18.84% | +40.2% |
| JD | JD COM INCspon adr cl a | $28,478,000 | -2.6% | 745,500 | 0.0% | 16.54% | -11.4% | |
| ARCO | ARCOS DORADOS HOLDINGS INC | $19,865,000 | +34.9% | 1,976,643 | 0.0% | 11.54% | +22.7% | |
| YNDX | YANDEX N V | $17,958,000 | +25.6% | 545,000 | 0.0% | 10.43% | +14.2% | |
| CTRP | CTRIP COM INTL LTD | $14,721,000 | -2.1% | 279,132 | 0.0% | 8.55% | -11.0% | |
| LILA | LIBERTY GLOBAL PLC | $8,657,000 | +9.1% | 364,358 | 0.0% | 5.03% | -0.7% | |
| NETS | NETSHOES CAYMAN LTD | $6,377,000 | -30.9% | 484,953 | 0.0% | 3.70% | -37.2% | |
| LILAK | LIBERTY GLOBAL PLC | $4,194,000 | +8.8% | 180,000 | 0.0% | 2.44% | -1.1% | |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -54,250 | -100.0% | -8.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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.