Kora Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kora Management LP disclosed 10 US equity positions worth $843.0m in its Q2 2026 13F filing. The largest position was SE at 43.1% of the reported book, followed by NBIS and NU. Against the Q1 2026 filing, it opened 1 new position, added to 3 and reduced 1 among the top 10 holdings.
What did Kora Management LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 43.1% | $363.5m | 3,792,812 | 6% | added |
| 2 | NBIS NEBIUS GROUP N.V. | Communication Services | 15.3% | $128.9m | 466,616 | -56% | reduced |
| 3 | NU NU HLDGS LTD | Financial Services | 11.5% | $97.1m | 7,265,000 | 0% | held |
| 4 | U UNITY SOFTWARE INC | Technology | 8.6% | $72.4m | 2,531,727 | 59% | added |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 4.4% | $37.4m | 490,650 | 0% | held |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.3% | $36.1m | 21,257 | 0% | held |
| 7 | RBLX ROBLOX CORP | Communication Services | 3.9% | $33.2m | 610,000 | 56% | added |
| 8 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 3.9% | $32.9m | 657,333 | 0% | held |
| 9 | KSPI KASPI KZ JSC | Technology | 2.5% | $20.9m | 241,500 | 0% | held |
| 10 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.5% | $20.7m | 216,000 | – | 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.