Kora Management LP — 13F Holdings & Portfolio
CIK 1659815 · latest 13F-HR filed 2026-05-15
Kora Management LP manages $701.5M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SE (42.06%), NBIS (15.62%), NU (14.88%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 5, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$701.5M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑5 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NEBIUS GROUP N.V.$38.2M +53.5%
- UNITY SOFTWARE INC$33.7M +2705.4%
- ROBLOX CORP$6.3M +39.6%
- KASPI KZ JSC$4.6M +35.1%
- GRUPO FINANCIERO GALICIA S.A$1.7M +5.7%
Top Trims
- SEA LTD-$104.9M -26.2%
- NU HLDGS LTD-$17.2M -14.2%
- MERCADOLIBRE INC-$6.1M -14.2%
- PDD HOLDINGS INC-$5.5M -9.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 81141R100 | $295.1M | 42.06% | 3,563,098 | SH |
| 2 | NEBIUS GROUP N.V. | NBIS | N97284108 | $109.6M | 15.62% | 1,055,816 | SH |
| 3 | NU HLDGS LTD | NU | G6683N103 | $104.4M | 14.88% | 7,265,000 | SH |
| 4 | PDD HOLDINGS INC | PDD | 722304102 | $50.1M | 7.15% | 490,650 | SH |
| 5 | MERCADOLIBRE INC | MELI | 58733R102 | $36.8M | 5.24% | 21,257 | SH |
| 6 | UNITY SOFTWARE INC | U | 91332U101 | $35.0M | 4.99% | 1,594,227 | SH |
| 7 | GRUPO FINANCIERO GALICIA S.A | GGAL | 399909100 | $30.7M | 4.38% | 657,333 | SH |
| 8 | ROBLOX CORP | RBLX | 771049103 | $22.1M | 3.14% | 390,000 | SH |
| 9 | KASPI KZ JSC | KSPI | 48581R205 | $17.9M | 2.55% | 241,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $701.5M | 9 | 0000902664-26-002521 |
| 2025-12-31 | 2026-02-17 | $750.7M | 9 | 0000902664-26-001139 |
| 2025-09-30 | 2025-11-14 | $941.8M | 7 | 0000902664-25-004977 |