Kora Management LP - Q2 2023 holdings

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$372 Million is the total value of Kora Management LP's 5 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 25.0% .

All

			Value		Shares		↓ Weighting
SE	Sell	SEA LTDsponsord ads	$223,715,180	-35.0%	3,854,500	-3.0%	60.21%	-23.8%
		NU HLDGS LTD	$79,815,240	+65.8%	10,116,000	0.0%	21.48%	+94.2%
STNE		STONECO LTD	$29,849,820	+33.5%	2,343,000	0.0%	8.03%	+56.4%
CPNG	New	COUPANG INCcl a	$19,331,400	–	1,111,000	+100.0%	5.20%	–
PDD		PDD HOLDINGS INCsponsored ads	$18,857,935	-8.9%	272,750	0.0%	5.08%	+6.7%

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2023-08-14

Signatures

The EDGAR filing(s) were signed by:

Nate Asher — Chief Compliance Officer

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)

Kora Management LP Q2 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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

View complete filings history.

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