Kora Management LP
Net seller this quarter
$843M
10
-$81.2M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SE | $363M | 43.12% | 2.15% | +6.5% | Q1 2018 |
 NBIS | $129M | 15.29% | 0.18% | -55.8% | Q1 2017 |
 NU | $97.1M | 11.51% | Not reported | Not reported | Q2 2022 |
 U | $72.4M | 8.58% | 0.58% | +58.8% | Q1 2025 |
 PDD | $37.4M | 4.44% | 0.01% | Not reported | Q2 2020 |
 MELI | $36.1M | 4.28% | 0.04% | Not reported | Q2 2016 |
 RBLX | $33.2M | 3.94% | 0.09% | +56.4% | Q3 2023 |
 GGAL | $32.9M | 3.90% | Not reported | Not reported | Q4 2025 |
 KSPI | $20.9M | 2.48% | 0.13% | Not reported | Q4 2025 |
 BABA | $20.7M | 2.46% | 0.01% | Not reported | Q3 2016 |
| Q1 2026 | |||||
| SE | $295M | 42.06% | 2.02% | +13.7% | Q1 2018 |
| NBIS | $110M | 15.62% | 0.42% | +23.8% | Q1 2017 |
| NU | $104M | 14.88% | Not reported | Not reported | Q2 2022 |
| PDD | $50.1M | 7.15% | 0.01% | Not reported | Q2 2020 |
| MELI | $36.8M | 5.24% | 0.04% | Not reported | Q2 2016 |
| U | $35M | 4.99% | 0.37% | +5547.9% | Q1 2025 |
| GGAL | $30.7M | 4.38% | Not reported | +22.1% | Q4 2025 |
| RBLX | $22.1M | 3.14% | 0.05% | +100.0% | Q3 2023 |
| KSPI | $17.9M | 2.55% | 0.13% | +42.5% | Q4 2025 |
| Q4 2025 | |||||
| SE | $400M | 53.27% | 1.78% | +1.6% | Q1 2018 |
| NU | $122M | 16.20% | Not reported | +1.6% | Q2 2022 |
| NBIS | $71.4M | 9.51% | 0.34% | +15.8% | Q1 2017 |
| PDD | $55.6M | 7.41% | 0.01% | -18.8% | Q2 2020 |
| MELI | $42.8M | 5.70% | 0.04% | +38.4% | Q2 2016 |
| GGAL | $29M | 3.87% | Not reported | New | Q4 2025 |
| RBLX | $15.8M | 2.10% | 0.03% | -57.7% | Q3 2023 |
| KSPI | $13.2M | 1.76% | 0.09% | New | Q4 2025 |
| U | $1.25M | 0.17% | 0.01% | -91.7% | Q1 2025 |
| Q3 2025 | |||||
| SE | $551M | 58.55% | 1.75% | -10.3% | Q1 2018 |
| NU | $114M | 12.15% | Not reported | +47.2% | Q2 2022 |
| NBIS | $82.7M | 8.78% | 0.31% | -51.5% | Q1 2017 |
| PDD | $79.9M | 8.48% | 0.01% | +33.3% | Q2 2020 |
| RBLX | $63.9M | 6.79% | 0.07% | -5.3% | Q3 2023 |
| MELI | $35.9M | 3.81% | 0.03% | Not reported | Q2 2016 |
| U | $13.6M | 1.44% | 0.08% | -42.6% | Q1 2025 |