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.

Loading holdings…
AUM
$843.0M

Long-equity book

Holdings
10

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+1 / −0 / ↑6 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box 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 value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated 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 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 24, 2026.

Assets Under Management
$1.96B
Discretionary
$1.96B
Employees
30
Accounts
12
Address
10 JAY STREET
SUITE 6A
BROOKLYN, NY 11201-1136
Phone
(212) 257-5670
Name Title / Status Ownership Type
ASHER, NATHANIEL, OWEN ControlCHIEF COMPLIANCE OFFICER
since Mar 2022
Less than 5%Individual
JACOBS, DANIEL, SIMPSON ControlCO-CHIEF INVESTMENT OFFICER
since Jan 2026
Less than 5%Individual
KIM, EUGENIE ControlPRESIDENT
since Jan 2026
Less than 5%Individual
KORA DJ LLC ControlLIMITED PARTNER
since Dec 2013
25–50%Domestic Entity
KORA LLC ControlGENERAL PARTNER
since Dec 2013
Less than 5%Domestic Entity
KORA NS LLC ControlLIMITED PARTNER
since Dec 2013
50–75%Domestic Entity
SAIGAL, NITIN ControlCHIEF 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 moreIndividual
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 moreIndividual
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.

Mar 27, 2026 filing
  • AddedJACOBS, DANIEL, SIMPSON · CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • Listed againKIM, EUGENIE · PRESIDENT · Less than 5% · control person
May 31, 2023 filing
  • No longer listedFROST, JOSHUA, ALAN · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Feb 2022
Mar 29, 2022 filing
  • 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
Mar 27, 2019 filing
  • ChangedKORA NS LLC · ownership 75% or more → 50–75%
  • ChangedKORA NS LLC · indirect via KORA LLC: ownership 75% or more → 50–75%
Mar 6, 2018 filing
  • 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
Mar 30, 2017 filing
  • 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)
Jul 14, 2016 filing
  • 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
Mar 30, 2015 filing
  • 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
Oct 6, 2014 filing
  • 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)
Jul 30, 2014 filing (earliest on record)
  • 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)

Show all 6 →

Top Trims

Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 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
Filing History
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
Filer Information
Address
10 JAY STREET, SUITE 6A
BROOKLYN, NY 11201
Phone
(212) 257-5670
Filing Manager
Kora Management LP
BROOKLYN, NY
Signatory
Nate Asher
Chief Compliance Officer