Q3 2025 · 13F-HR
Kora Management LPholdings as filed
Filed 2025-11-14 · accession 0000902664-25-004977
$941.8M
Reported value
7
Positions
2025-09-30
Period end
The Brief · Kora Management LP · Q3 2025
AI · grounded in 13F
Kora Management LP established a new position in SE valued at $551.4M. The fund also initiated new stakes in NU for $114.4M and NBIS for $82.7M. Other new additions include PDD, RBLX, and MELI. Total assets under management stand at $941.8M across seven positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $551.4M | 58.6% | 3,085,138 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $114.4M | 12.2% | 7,148,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $82.7M | 8.78% | 736,244 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $79.9M | 8.48% | 604,250 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $63.9M | 6.79% | 461,400 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $35.9M | 3.81% | 15,360 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $13.6M | 1.44% | 339,500 | 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.