$227 Million is the total value of Kora Management LP's 7 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTDsponsored ads | $63,504,000 | +107.8% | 2,700,000 | 0.0% | 27.98% | +43.7% | |
| MELI | MERCADOLIBRE INC | $45,696,000 | +73.4% | 90,000 | 0.0% | 20.14% | +19.9% | |
| YNDX | YANDEX N V | $38,255,000 | +25.6% | 1,114,000 | 0.0% | 16.86% | -13.2% | |
| WUBA | 58 COM INCspon adr rep a | $29,884,000 | +21.2% | 455,000 | 0.0% | 13.17% | -16.2% | |
| JD | JD COM INCspon adr cl a | $22,025,000 | +44.1% | 730,500 | 0.0% | 9.71% | -0.3% | |
| SUPV | GRUPO SUPERVIELLE S Asponsored adr | $14,553,000 | -30.0% | 2,393,514 | 0.0% | 6.41% | -51.5% | |
| VIPS | VIPSHOP HLDGS LTDsponsored ads a | $13,009,000 | +47.1% | 1,620,000 | 0.0% | 5.73% | +1.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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.