Kora Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Kora Management LP disclosed 8 US equity positions worth $764.4m in its Q1 2025 13F filing. The largest position was SE at 67.7% of the reported book, followed by PDD and NBIS. Against the Q4 2024 filing, it opened 2 new positions, added to 0 and reduced 5 among the top 8 holdings.
What did Kora Management LP own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 67.7% | $517.8m | 3,968,088 | -6% | reduced |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 7.0% | $53.6m | 453,250 | 0% | held |
| 3 | NBIS NEBIUS GROUP N.V. | Communication Services | 6.0% | $45.8m | 2,170,476 | -32% | reduced |
| 4 | NU NU HLDGS LTD | Financial Services | 5.2% | $40.0m | 3,902,000 | -16% | reduced |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.2% | $39.7m | 300,000 | – | new |
| 6 | RBLX ROBLOX CORP | Communication Services | 4.9% | $37.4m | 642,000 | -16% | reduced |
| 7 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.4% | $18.5m | 9,500 | -63% | reduced |
| 8 | U UNITY SOFTWARE INC | Technology | 1.5% | $11.6m | 591,500 | – | new |
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.