StockDriftsStockDriftsTop 10 Kora Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 43.12% | 3.79M | $363.5M | +6.45%(+229.71K) | $45.91(+165.59%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 15.29% | 466.6K | $128.9M | -55.81%(-589.20K) | $48.16(+472.88%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 11.51% | 7.26M | $97.1M | +0.00%(+0) | $9.17(+62.86%) | 2026-06-30 | |
| U | UNITY SOFTWARE INC | 8.58% | 2.53M | $72.4M | +58.81%(+937.50K) | $29.78(+55.05%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 4.44% | 490.6K | $37.4M | +0.00%(+0) | $89.38(-5.14%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.28% | 21.3K | $36.1M | +0.00%(+0) | $2039.25(-12.71%) | 2026-06-30 | |
| RBLX | ROBLOX CORP | 3.94% | 610.0K | $33.2M | +56.41%(+220.00K) | $53.25(-28.21%) | 2026-06-30 | |
| GGAL | GRUPO FINANCIERO GALICIA S.A | 3.9% | 657.3K | $32.9M | +0.00%(+0) | $42.48(+2.09%) | 2026-06-30 | |
| KSPI | KASPI KZ JSC | 2.48% | 241.5K | $20.9M | +0.00%(+0) | $78.77(+25.30%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 2.46% | 216.0K | $20.7M | new | $108.51(+17.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.22% | +147.23% | -8.33% | -35.25% |
| Top 20 Holdings Unweighted | +41.65% | +184.23% | +1.62% | +8.35% |
Kora Management LP reports $842.97M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are SE (43.1%), NBIS (15.3%) and NU (11.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +147.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kora Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kora Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1659815). View Kora Management LP’s 13F filings on SEC