Institutional
Kora Management LP
CIK 0001659815
$701.5M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $108.35 | 0.87% | -29.73% | -67.97% | $295.1M | 42.06% | — | HELD |
| 2 | NBIS | NEBIUS GROUP N.V. | $148.39 | -12.55% | 226.33% | 671.67% | $109.6M | 15.62% | — | HELD |
| 3 | NU | NU HLDGS LTD | $14.03 | -4.43% | 16.51% | 89.22% | $104.4M | 14.88% | — | HELD |
| 4 | PDD | PDD HOLDINGS INC | $88.32 | 3.05% | -22.12% | -14.31% | $50.1M | 7.15% | — | HELD |
| 5 | MELI | MERCADOLIBRE INC | $1863.31 | 0.04% | -21.62% | -0.28% | $36.8M | 5.24% | — | HELD |
| 6 | U | UNITY SOFTWARE INC | $32.04 | 0.66% | 0.00% | -74.89% | $35.0M | 4.99% | — | HELD |
| 7 | GGAL | GRUPO FINANCIERO GALICIA S.A | $49.15 | -0.08% | 5.10% | 491.45% | $30.7M | 4.38% | — | HELD |
| 8 | RBLX | ROBLOX CORP | $50.13 | 1.27% | -59.91% | -38.90% | $22.1M | 3.14% | — | HELD |
| 9 | KSPI | KASPI KZ JSC | $87.14 | 0.53% | 19.53% | -6.79% | $17.9M | 2.55% | — | HELD |
Source: SEC EDGAR · accession 0000902664-26-002521. 13F discloses long positions only — shorts, foreign equities, and options are excluded.