$688 Million is the total value of Kora Management LP's 7 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 57.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsored ads | $464,349,000 | +72.4% | 4,330,000 | -28.8% | 67.45% | +10.7% |
| MELI | Sell | MERCADOLIBRE INC | $69,004,000 | +56.9% | 70,000 | -22.2% | 10.02% | +0.7% |
| JD | JD.COM INCspon adr cl a | $67,642,000 | +48.6% | 1,124,000 | 0.0% | 9.82% | -4.6% | |
| STNE | STONECO LTD | $31,861,000 | +78.0% | 822,000 | 0.0% | 4.63% | +14.3% | |
| PDD | New | PINDUODUO INCsponsored ads | $27,469,000 | – | 320,000 | +100.0% | 3.99% | – |
| API | New | AGORA INCads | $17,911,000 | – | 405,500 | +100.0% | 2.60% | – |
| HDB | HDFC BANK LTDsponsored ads | $10,229,000 | +18.2% | 225,000 | 0.0% | 1.49% | -24.1% | |
| LX | Exit | LEXINFINTECH HLDGS LTDadr | $0 | – | -900,000 | -100.0% | -1.81% | – |
| YNDX | Exit | YANDEX N V | $0 | – | -1,426,000 | -100.0% | -10.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.