$442 Million is the total value of Kora Management LP's 7 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTDsponsored ads | $269,405,000 | +10.2% | 6,080,000 | 0.0% | 60.95% | +16.7% | |
| YNDX | YANDEX N V | $48,555,000 | -21.7% | 1,426,000 | 0.0% | 10.99% | -17.1% | |
| JD | Buy | JD COM INCspon adr cl a | $45,522,000 | +76.9% | 1,124,000 | +53.9% | 10.30% | +87.3% |
| MELI | MERCADOLIBRE INC | $43,972,000 | -14.6% | 90,000 | 0.0% | 9.95% | -9.5% | |
| STNE | Buy | STONECO LTD | $17,895,000 | -17.7% | 822,000 | +50.8% | 4.05% | -12.8% |
| HDB | New | HDFC BANK LTDsponsored ads | $8,654,000 | – | 225,000 | +100.0% | 1.96% | – |
| LX | Sell | LEXINFINTECH HLDGS LTDadr | $7,983,000 | -60.9% | 900,000 | -38.8% | 1.81% | -58.6% |
| SUPV | Exit | GRUPO SUPERVIELLE S Asponsored adr | $0 | – | -2,393,514 | -100.0% | -1.88% | – |
| WUBA | Exit | 58 COM INCspon adr rep a | $0 | – | -514,000 | -100.0% | -7.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.