Q2 2025 · 13F-HR
Kora Management LPholdings as filed
Filed 2025-08-14 · accession 0000902664-25-003671
$813.7M
Reported value
6
Positions
2025-06-30
Period end
The Brief · Kora Management LP · Q2 2025
AI · grounded in 13F
Kora Management LP established a new position in SE valued at $550.1M. The fund also initiated stakes in NBIS for $83.9M and NU for $66.6M. Additional new positions include RBLX at $51.2M, PDD at $47.4M, and U at $14.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $550.1M | 67.6% | 3,439,588 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $83.9M | 10.3% | 1,516,976 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $66.6M | 8.19% | 4,856,000 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $51.2M | 6.30% | 487,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $47.4M | 5.83% | 453,250 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $14.3M | 1.76% | 591,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.