Kora Management LP reported 10 positions worth $842.97M for the quarter ended Jun 30, 2026, up 20.2% on the prior quarter. It opened 1 new position, added to 3, trimmed 1 and exited 0. Its largest holding is Sea Ltd at 43.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NBIS Nebius Group N.V. | -589.2K | -55.8% | $162.72M | 15.29% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BABA Alibaba Group Holding Ltd | +216.0K | $20.73M | 2.46% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SE Sea Ltd | Technology | 3.79M | $363.47M | 43.12% | +229.7K | +6.4% | Added | 0.64% |
| 2 | NBIS Nebius Group N.V. | Technology | 466.6K | $128.87M | 15.29% | -589.2K | -55.8% | Reduced | 0.19% |
| 3 | NU Nu Holdings Ltd. | Financial Services | 7.27M | $97.06M | 11.51% | 0 | 0.0% | Unchanged | 0.15% |
| 4 | U Unity Software Inc. | Technology | 2.53M | $72.36M | 8.58% | +937.5K | +58.8% | Added | 0.58% |
| 5 | PDD PDD Holdings Inc. | Technology | 490.7K | $37.43M | 4.44% | 0 | 0.0% | Unchanged | 0.03% |
| 6 | MELI Mercadolibre Inc | Technology | 21.3K | $36.08M | 4.28% | 0 | 0.0% | Unchanged | 0.04% |
| 7 | RBLX Roblox Corp | Technology | 610.0K | $33.17M | 3.94% | +220.0K | +56.4% | Added | 0.09% |
| 8 | GGAL Grupo Financiero Galicia Sa | Financial Services | 657.3K | $32.89M | 3.9% | 0 | 0.0% | Unchanged | 0.5% |
| 9 | KSPI Joint Stock Co Kaspi.kz | Financial Services | 241.5K | $20.92M | 2.48% | 0 | 0.0% | Unchanged | 0.13% |
| 10 | BABA Alibaba Group Holding Ltd | Technology | 216.0K | $20.73M | 2.46% | +216.0K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Kora Management.
As of its Q2 2026 13F filing, Kora Management LP’s five largest positions were Sea Ltd (SE) at 43.1%, Nebius Group N.V. (NBIS) at 15.3%, Nu Holdings Ltd. (NU) at 11.5%, Unity Software Inc. (U) at 8.6%, PDD Holdings Inc. (PDD) at 4.4% of the reported portfolio.
Kora Management LP reported a 13F portfolio worth $842.97M across 10 positions for Q2 2026. That is up 20.2% from the previous quarter.
Its largest purchases by value were Unity Software Inc. ($26.79M), Sea Ltd ($22.01M), Alibaba Group Holding Ltd ($20.73M). It opened 1 new positions.
Its largest sales by value were Nebius Group N.V. ($162.72M). It exited 0 positions entirely.
From the Form 13F-HR reports Kora Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.