$468 Million is the total value of Kora Management LP's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTDsponsored ads | $244,538,000 | +30.0% | 6,080,000 | 0.0% | 52.25% | +4.6% | |
| YNDX | YANDEX N V | $62,017,000 | +24.2% | 1,426,000 | 0.0% | 13.25% | 0.0% | |
| MELI | MERCADOLIBRE INC | $51,475,000 | +3.8% | 90,000 | 0.0% | 11.00% | -16.5% | |
| WUBA | Sell | 58 COM INCspon adr rep a | $33,271,000 | +0.3% | 514,000 | -23.6% | 7.11% | -19.3% |
| JD | JD COM INCspon adr cl a | $25,736,000 | +24.9% | 730,500 | 0.0% | 5.50% | +0.5% | |
| STNE | Buy | STONECO LTD | $21,740,000 | +33.6% | 545,000 | +16.5% | 4.64% | +7.5% |
| LX | Buy | LEXINFINTECH HLDGS LTDadr | $20,432,000 | +80.8% | 1,471,000 | +30.5% | 4.37% | +45.5% |
| SUPV | GRUPO SUPERVIELLE S Asponsored adr | $8,808,000 | +14.6% | 2,393,514 | 0.0% | 1.88% | -7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.