Q2 2026 13F · SEC CIK 1659815
Kora Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $843.0M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- +39.5%
- Assets under management
- $2.0B
Kora Management LP is a hedge fund that reported 10 positions worth $843.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Sea Ltd (SE, 43.1%), Nebius Group N.v. (NBIS, 15.3%), Nu Hldgs Ltd (NU, 11.5%). A portfolio copying its top holdings returned 39.5% a year over the last 3 years, against 20.4% for the S&P 500.
Kora Management LP holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SESea Ltd | 43.1% | +6.4% | $363.5M |
| NBISNebius Group N.v. | 15.3% | -55.8% | $128.9M |
| NUNu Hldgs Ltd | 11.5% | +0.0% | $97.1M |
| UUnity Software Inc Com | 8.6% | +58.8% | $72.4M |
| PDDPdd Holdings Inc | 4.4% | +0.0% | $37.4M |
| MELIMercadolibre Inc | 4.3% | +0.0% | $36.1M |
| RBLXRoblox Corp | 3.9% | +56.4% | $33.2M |
| GGALGrupo Financiero Galicia S.a | 3.9% | +0.0% | $32.9M |
| KSPIKaspi Kz Jsc | 2.5% | +0.0% | $20.9M |
| BABAAlibaba Group Hldg Ltd | 2.5% | — | $20.7M |
What Kora Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- BABA Alibaba Group Hldg Ltd2.5% of 13F
Added to
- U Unity Software Inc Com+58.8% shares
- RBLX Roblox Corp+56.4% shares
- SE Sea Ltd+6.4% shares
Reduced
- NBIS Nebius Group N.v.-55.8% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -12.4% /yr
- S&P 500 +20.1%
- 3 years
- +39.5% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $843.0M | 10 |
| Q1 2026 | $701.5M | 9 |
| Q4 2025 | $750.7M | 9 |
| Q3 2025 | $941.8M | 7 |
| Q2 2025 | $813.7M | 6 |
| Q1 2025 | $764.4M | 8 |
| Q4 2024 | $742.3M | 7 |
| Q3 2024 | $687.8M | 7 |
| Q2 2024 | $569.1M | 6 |
| Q1 2024 | $482.9M | 6 |
| Q4 2023 | $406.0M | 6 |
| Q3 2023 | $387.1M | 6 |
Questions about Kora Management LP's portfolio
What stocks does Kora Management LP own?
Kora Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $843.0M. The largest are Sea Ltd (SE) at 43.1%, Nebius Group N.v. (NBIS) at 15.3%, Nu Hldgs Ltd (NU) at 11.5%, Unity Software Inc Com (U) at 8.6% and Pdd Holdings Inc (PDD) at 4.4%.
What did Kora Management LP buy last quarter?
In Q2 2026, Kora Management LP added a new position in Alibaba Group Hldg Ltd (BABA), Unity Software Inc Com (U) (+58.8% shares), Roblox Corp (RBLX) (+56.4% shares) and Sea Ltd (SE) (+6.4% shares), compared with its Q1 2026 filing.
What did Kora Management LP sell last quarter?
In Q2 2026, Kora Management LP Nebius Group N.v. (NBIS) (-55.8% shares), compared with its Q1 2026 filing.
How has Kora Management LP's portfolio performed?
A portfolio copying Kora Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +39.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -12.4% against +20.1%.
When is Kora Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Kora Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Kora Management LP manage?
Kora Management LP reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $843.0M.