2026 Q2 Portfolio Activity
In 2026 Q2, Kora Management LP maintained a portfolio of 10 distinct positions. The most significant new addition was ALIBABA GROUP HLDG LTD, now representing 2.46% of the total fund value. They heavily accumulated shares in UNITY SOFTWARE INC, increasing the position by 58.8%. The fund also reduced its exposure to NEBIUS GROUP N.V. by 55.8%.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
SE (43.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Kora Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SE
SEA LTD
|
Consumer Cyclical | 43.12% | 42.06% |
#1
Prev: #1
|
8.0 |
—
|
229,714 | 6.4% |
P
S
|
3,792,812 | $363,465,174 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 15.29% | 15.62% |
#2
Prev: #2
|
5.5 |
—
|
-589,200 | -55.8% |
P
S
|
466,616 | $128,865,341 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 11.51% | 14.88% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
7,265,000 | $97,060,400 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 8.58% | 4.99% |
#4
2
Prev: #6
|
6.9 |
—
|
937,500 | 58.8% |
P
S
|
2,531,727 | $72,356,758 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 4.44% | 7.15% |
#5
1
Prev: #4
|
3.3 |
—
|
no change | no change |
P
S
|
490,650 | $37,426,782 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 4.28% | 5.24% |
#6
1
Prev: #5
|
2.7 |
—
|
no change | no change |
P
S
|
21,257 | $36,081,419 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 3.94% | 3.14% |
#7
1
Prev: #8
|
4.6 |
—
|
220,000 | 56.4% |
P
S
|
610,000 | $33,171,800 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GGAL
GRUPO FINANCIER...
|
Financial Services | 3.90% | 4.38% |
#8
1
Prev: #7
|
2.6 |
—
|
no change | no change |
P
S
|
657,333 | $32,886,370 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KSPI
KASPI KZ JSC
|
Technology | 2.48% | 2.55% |
#9
Prev: #9
|
2.0 |
—
|
no change | no change |
P
S
|
241,500 | $20,923,560 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 2.46% | — |
#10
Prev: #—
|
4.5 |
—
|
216,000 | — |
NEW
|
216,000 | $20,731,680 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings