2026 Q1 Portfolio Activity
In 2026 Q1, Kora Management LP maintained a portfolio of 9 distinct positions. They heavily accumulated shares in NEBIUS GROUP N.V., increasing the position by 23.8%.
Position History
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Total Positions
9
Quarter
2026 Q1
Top Holding
SE (42.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Kora Management LP Full Holdings List — 2026 Q1
| 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 | 42.06% | 53.27% |
#1
Prev: #1
|
8.0 |
—
|
428,007 | 13.7% |
P
S
|
3,563,098 | $295,060,145 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 15.62% | 9.51% |
#2
1
Prev: #3
|
8.0 |
—
|
203,000 | 23.8% |
P
S
|
1,055,816 | $109,551,468 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 14.88% | 16.20% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
7,265,000 | $104,398,050 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 7.15% | 7.41% |
#4
Prev: #4
|
4.4 |
—
|
no change | no change |
P
S
|
490,650 | $50,134,617 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 5.24% | 5.70% |
#5
Prev: #5
|
3.6 |
—
|
no change | no change |
P
S
|
21,257 | $36,753,778 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 4.99% | 0.17% |
#6
3
Prev: #9
|
5.0 |
—
|
1,566,000 | 5547.9% |
P
S
|
1,594,227 | $34,977,340 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GGAL
GRUPO FINANCIER...
|
Financial Services | 4.38% | 3.87% |
#7
1
Prev: #6
|
4.3 |
—
|
119,000 | 22.1% |
P
S
|
657,333 | $30,704,024 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 3.14% | 2.10% |
#8
1
Prev: #7
|
4.3 |
—
|
195,000 | 100.0% |
P
S
|
390,000 | $22,058,400 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KSPI
KASPI KZ JSC
|
Technology | 2.55% | 1.76% |
#9
1
Prev: #8
|
3.5 |
—
|
72,000 | 42.5% |
P
S
|
241,500 | $17,887,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-9 of 9 holdings