$854 Million is the total value of Kora Management LP's 6 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsord ads | $597,675,000 | +28.7% | 3,880,000 | -10.4% | 69.97% | +3.7% |
| JD | JD.COM INCspon adr cl a | $87,234,000 | +29.0% | 1,124,000 | 0.0% | 10.21% | +3.9% | |
| MELI | MERCADOLIBRE INC | $75,774,000 | +9.8% | 70,000 | 0.0% | 8.87% | -11.5% | |
| STNE | STONECO LTD | $43,476,000 | +36.5% | 822,000 | 0.0% | 5.09% | +10.0% | |
| YNDX | New | YANDEX N V | $32,625,000 | – | 500,000 | +100.0% | 3.82% | – |
| API | AGORA INCads | $17,428,000 | -2.7% | 405,500 | 0.0% | 2.04% | -21.6% | |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -225,000 | -100.0% | -1.49% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -320,000 | -100.0% | -3.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.