$337 Million is the total value of Kora Management LP's 7 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Buy | SEA LTDsponsored ads | $157,795,000 | +148.5% | 4,750,000 | +75.9% | 46.82% | +67.3% |
| MELI | MERCADOLIBRE INC | $55,059,000 | +20.5% | 90,000 | 0.0% | 16.34% | -18.9% | |
| YNDX | YANDEX N V | $42,332,000 | +10.7% | 1,114,000 | 0.0% | 12.56% | -25.5% | |
| WUBA | 58 COM INCspon adr rep a | $28,287,000 | -5.3% | 455,000 | 0.0% | 8.39% | -36.3% | |
| JD | JD COM INCspon adr cl a | $22,127,000 | +0.5% | 730,500 | 0.0% | 6.56% | -32.4% | |
| SUPV | GRUPO SUPERVIELLE S Asponsored adr | $18,861,000 | +29.6% | 2,393,514 | 0.0% | 5.60% | -12.7% | |
| LX | New | LEXINFINTECH HLDGS LTDadr | $12,577,000 | – | 1,127,000 | +100.0% | 3.73% | – |
| VIPS | Exit | VIPSHOP HLDGS LTDsponsored ads a | $0 | – | -1,620,000 | -100.0% | -5.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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.