Kora Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kora Management LP disclosed 9 US equity positions worth $701.5m in its Q1 2026 13F filing. The largest position was SE at 42.1% of the reported book, followed by NBIS and NU.
What did Kora Management LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 42.1% | $295.1m | 3,563,098 | – | |
| 2 | NBIS NEBIUS GROUP N.V. | Communication Services | 15.6% | $109.6m | 1,055,816 | – | |
| 3 | NU NU HLDGS LTD | Financial Services | 14.9% | $104.4m | 7,265,000 | – | |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 7.1% | $50.1m | 490,650 | – | |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.2% | $36.8m | 21,257 | – | |
| 6 | U UNITY SOFTWARE INC | Technology | 5.0% | $35.0m | 1,594,227 | – | |
| 7 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 4.4% | $30.7m | 657,333 | – | |
| 8 | RBLX ROBLOX CORP | Communication Services | 3.1% | $22.1m | 390,000 | – | |
| 9 | KSPI KASPI KZ JSC | Technology | 2.5% | $17.9m | 241,500 | – |
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.