Kora Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Kora Management LP disclosed 6 US equity positions worth $813.7m in its Q2 2025 13F filing. The largest position was SE at 67.6% of the reported book, followed by NBIS and NU. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 6 holdings.
What did Kora Management LP own in Q2 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 67.6% | $550.1m | 3,439,588 | -13% | reduced |
| 2 | NBIS NEBIUS GROUP N.V. | Communication Services | 10.3% | $83.9m | 1,516,976 | -30% | reduced |
| 3 | NU NU HLDGS LTD | Financial Services | 8.2% | $66.6m | 4,856,000 | 24% | added |
| 4 | RBLX ROBLOX CORP | Communication Services | 6.3% | $51.2m | 487,000 | -24% | reduced |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 5.8% | $47.4m | 453,250 | 0% | held |
| 6 | U UNITY SOFTWARE INC | Technology | 1.8% | $14.3m | 591,500 | 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.