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 and exited 0; 6 existing positions rose in reported value and 2 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 24, 2026.
SUITE 6A
BROOKLYN, NY 11201-1136
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ASHER, NATHANIEL, OWEN Control | CHIEF COMPLIANCE OFFICER since Mar 2022 | Less than 5% | Individual |
| JACOBS, DANIEL, SIMPSON Control | CO-CHIEF INVESTMENT OFFICER since Jan 2026 | Less than 5% | Individual |
| KIM, EUGENIE Control | PRESIDENT since Jan 2026 | Less than 5% | Individual |
| KORA DJ LLC Control | LIMITED PARTNER since Dec 2013 | 25–50% | Domestic Entity |
| KORA LLC Control | GENERAL PARTNER since Dec 2013 | Less than 5% | Domestic Entity |
| KORA NS LLC Control | LIMITED PARTNER since Dec 2013 | 50–75% | Domestic Entity |
| SAIGAL, NITIN Control | CHIEF INVESTMENT OFFICER since Dec 2013 | Less than 5% | Individual |
| JACOBS, DANIEL, SIMPSON Control Indirect owner via KORA DJ LLC | MEMBER since Dec 2013 | 75% or more | Individual |
| KORA DJ LLC Control Indirect owner via KORA LLC | MANAGING MEMBER since Dec 2013 | 25–50% | Domestic Entity |
| KORA NS LLC Control Indirect owner via KORA LLC | MANAGING MEMBER since Dec 2013 | 50–75% | Domestic Entity |
| SAIGAL, NITIN Control Indirect owner via KORA NS LLC | MEMBER since Dec 2013 | 75% or more | Individual |
Ownership & leadership changes · 9 filings with changes since Jul 30, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedJACOBS, DANIEL, SIMPSON · CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
- Listed againKIM, EUGENIE · PRESIDENT · Less than 5% · control person
- No longer listedFROST, JOSHUA, ALAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Feb 2022
- No longer listedKIM, EUGENIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2016
- AddedASHER, NATHANIEL, OWEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedFROST, JOSHUA, ALAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedKORA NS LLC · ownership 75% or more → 50–75%
- ChangedKORA NS LLC · indirect via KORA LLC: ownership 75% or more → 50–75%
- ChangedKORA DJ LLC · title LIMITED PARTNER / MEMBER (KORA GP LLC) / SHAREHOLDER (KORA GP LTD) → LIMITED PARTNER
- ChangedKORA NS LLC · title LIMITED PARTNER / MANAGING MEMBER (KORA GP LLC) / SHAREHOLDER (KORA GP LTD) → LIMITED PARTNER
- ChangedKORA NS LLC · title LIMITED PARTNER / MEMBER (KORA GP LLC) / SHAREHOLDER (KORA GP LTD) → LIMITED PARTNER / MANAGING MEMBER (KORA GP LLC) / SHAREHOLDER (KORA GP LTD)
- No longer listedKIRPALANI, TANVIR · CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2013
- No longer listedSAIGAL, NITIN · MANAGING MEMBER · 75% or more · indirect via KORA LLC · control person · listed since Dec 2013
- AddedKIM, EUGENIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedKORA DJ LLC · MANAGING MEMBER · 25–50% · indirect via KORA LLC · control person
- AddedKORA NS LLC · MANAGING MEMBER · 75% or more · indirect via KORA LLC · control person
- ChangedJACOBS, DANIEL, SIMPSON · indirect via KORA DJ LLC: title MANAGING MEMBER → MEMBER
- ChangedKORA DJ LLC · title LIMITED PARTNER / SHAREHOLDER (KORA GP LTD) → LIMITED PARTNER / MEMBER (KORA GP LLC) / SHAREHOLDER (KORA GP LTD); ownership 5–10% → 25–50%
- ChangedKORA NS LLC · title LIMITED PARTNER / SHAREHOLDER (KORA GP LTD) → LIMITED PARTNER / MEMBER (KORA GP LLC) / SHAREHOLDER (KORA GP LTD)
- ChangedSAIGAL, NITIN · indirect via KORA NS LLC: title MANAGING MEMBER → MEMBER
- AddedSAIGAL, NITIN · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedKIRPALANI, TANVIR · title CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER
- ChangedKIRPALANI, TANVIR · title CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER
- ChangedKORA DJ LLC · title LIMITED PARTNER → LIMITED PARTNER / SHAREHOLDER (KORA GP LTD)
- ChangedKORA NS LLC · title LIMITED PARTNER → LIMITED PARTNER / SHAREHOLDER (KORA GP LTD)
- ListedJACOBS, DANIEL, SIMPSON · MANAGING MEMBER · 75% or more · indirect via KORA DJ LLC · control person
- ListedKIRPALANI, TANVIR · CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedKORA DJ LLC · LIMITED PARTNER · 5–10% · control person
- ListedKORA LLC · GENERAL PARTNER · Less than 5% · control person
- ListedKORA NS LLC · LIMITED PARTNER · 75% or more · control person
- ListedSAIGAL, NITIN · MANAGING MEMBER · 75% or more · indirect via KORA NS LLC · control person
- ListedSAIGAL, NITIN · MANAGING MEMBER · 75% or more · indirect via KORA LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
Kora Management LP Holdings (2026-06-30)
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 |
BROOKLYN, NY 11201