Kora Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Kora Management LP disclosed 7 US equity positions worth $941.8m in its Q3 2025 13F filing. The largest position was SE at 58.6% of the reported book, followed by NU and NBIS. Against the Q2 2025 filing, it opened 1 new position, added to 2 and reduced 4 among the top 7 holdings.
What did Kora Management LP own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 58.6% | $551.4m | 3,085,138 | -10% | reduced |
| 2 | NU NU HLDGS LTD | Financial Services | 12.2% | $114.4m | 7,148,000 | 47% | added |
| 3 | NBIS NEBIUS GROUP N.V. | Communication Services | 8.8% | $82.7m | 736,244 | -51% | reduced |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 8.5% | $79.9m | 604,250 | 33% | added |
| 5 | RBLX ROBLOX CORP | Communication Services | 6.8% | $63.9m | 461,400 | -5% | reduced |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.8% | $35.9m | 15,360 | – | new |
| 7 | U UNITY SOFTWARE INC | Technology | 1.4% | $13.6m | 339,500 | -43% | reduced |
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.