Kora Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Kora Management LP disclosed 7 US equity positions worth $742.3m in its Q4 2024 13F filing. The largest position was SE at 60.7% of the reported book, followed by NBIS and NU. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 3 among the top 7 holdings.
What did Kora Management LP own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 60.7% | $450.2m | 4,243,625 | -8% | reduced |
| 2 | NBIS NEBIUS GROUP N.V. | Communication Services | 11.9% | $88.4m | 3,190,476 | – | new |
| 3 | NU NU HLDGS LTD | Financial Services | 6.5% | $48.2m | 4,651,000 | -22% | reduced |
| 4 | RBLX ROBLOX CORP | Communication Services | 6.0% | $44.3m | 765,000 | 0% | held |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 5.9% | $44.0m | 453,250 | -16% | reduced |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.9% | $43.9m | 25,800 | 76% | added |
| 7 | GRAB HOLDINGS LIMITED | 3.1% | $23.4m | 4,953,000 | 0% | held |
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.