Q1 2026 · 13F-HR
Kora Management LPholdings as filed
Filed 2026-05-15 · accession 0000902664-26-002521
$701.5M
Reported value
9
Positions
2026-03-31
Period end
The Brief · Kora Management LP · Q1 2026
AI · grounded in 13F
Kora Management LP increased its position in Unity Software Inc U by 5,547.88%. The fund also doubled its holdings in Roblox Corp RBLX and grew its stake in Kaspi KZ JSC KSPI by 42.48%. Additionally, the fund added six new positions and accumulated shares in Nebius Group N.V. NBIS, Grupo Financiero Galicia S.A GGAL, and Sea Ltd SE.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $295.1M | 42.1% | 3,563,098 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $109.6M | 15.6% | 1,055,816 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $104.4M | 14.9% | 7,265,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $50.1M | 7.15% | 490,650 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $36.8M | 5.24% | 21,257 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $35.0M | 4.99% | 1,594,227 | Common | SOLE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA S.A | $30.7M | 4.38% | 657,333 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $22.1M | 3.14% | 390,000 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $17.9M | 2.55% | 241,500 | 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.