Kora Management LP — 13F Holdings & Portfolio
CIK 1659815 · latest 13F-HR filed 2026-08-14
Kora Management LP manages $843.0M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SE (43.12%), NBIS (15.29%), NU (11.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 6, and trimmed 2.
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.
BROOKLYN, NY 11201
$843.0M
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑6 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SEA LTD$68.4M +23.2%
- UNITY SOFTWARE INC$37.4M +106.9%
- NEBIUS GROUP N.V.$19.3M +17.6%
- ROBLOX CORP$11.1M +50.4%
- KASPI KZ JSC$3.0M +17.0%
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 | $363.5M | 43.12% | 3,792,812 | SH |
| 2 | NEBIUS GROUP N.V. | NBIS | N97284108 | $128.9M | 15.29% | 466,616 | SH |
| 3 | NU HLDGS LTD | NU | G6683N103 | $97.1M | 11.51% | 7,265,000 | SH |
| 4 | UNITY SOFTWARE INC | U | 91332U101 | $72.4M | 8.58% | 2,531,727 | SH |
| 5 | PDD HOLDINGS INC | PDD | 722304102 | $37.4M | 4.44% | 490,650 | SH |
| 6 | MERCADOLIBRE INC | MELI | 58733R102 | $36.1M | 4.28% | 21,257 | SH |
| 7 | ROBLOX CORP | RBLX | 771049103 | $33.2M | 3.94% | 610,000 | SH |
| 8 | GRUPO FINANCIERO GALICIA S.A | GGAL | 399909100 | $32.9M | 3.90% | 657,333 | SH |
| 9 | KASPI KZ JSC | KSPI | 48581R205 | $20.9M | 2.48% | 241,500 | SH |
| 10 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $20.7M | 2.46% | 216,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $843.0M | 10 | 0000902664-26-003508 |
| 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 |