$227 Million is the total value of Kora Management LP's 7 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WUBA | 58 COM INCspon adr rep a | $49,913,000 | +11.6% | 625,000 | 0.0% | 22.02% | -22.6% | |
| JD | Buy | JD COM INCspon adr cl a | $41,522,000 | +34.5% | 1,025,500 | +37.6% | 18.31% | -6.7% |
| SUPV | GRUPO SUPERVIELLE S Asponsored adr | $39,852,000 | +3.5% | 1,313,514 | 0.0% | 17.58% | -28.2% | |
| YNDX | Buy | YANDEX N V | $38,326,000 | +68.4% | 971,500 | +39.8% | 16.90% | +16.9% |
| VIPS | New | VIPSHOP HLDGS LTDsponsored adr | $24,930,000 | – | 1,500,000 | +100.0% | 11.00% | – |
| ARCO | ARCOS DORADOS HOLDINGS INC | $18,086,000 | -11.6% | 1,976,643 | 0.0% | 7.98% | -38.6% | |
| SE | New | SEA LTDsponsored adr | $14,088,000 | – | 1,250,000 | +100.0% | 6.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
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.