Kora Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Kora Management LP disclosed 7 US equity positions worth $687.8m in its Q3 2024 13F filing. The largest position was SE at 63.6% of the reported book, followed by NU and PDD.
What did Kora Management LP own in Q3 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 63.6% | $437.2m | 4,637,500 | – | |
| 2 | NU NU HLDGS LTD | Financial Services | 11.8% | $81.4m | 5,965,000 | – | |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 10.5% | $72.6m | 538,250 | – | |
| 4 | RBLX ROBLOX CORP | Communication Services | 4.9% | $33.9m | 765,000 | – | |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.4% | $30.2m | 14,700 | – | |
| 6 | GRAB HOLDINGS LIMITED | 2.7% | $18.8m | 4,953,000 | – | ||
| 7 | BZ KANZHUN LIMITED | Communication Services | 2.0% | $13.8m | 794,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.