KM

Kora Management LP

13F
Kora Management LP
Last update 2024-08-15 7 Stocks (0 new)
Value $727.00 Mil Turnover 0 %
Countries:
Top Holdings: SE(45.53%)NU(15.51%)PDD(9.05%)RBLX(3.91%)MELI(3.32%)
Portfolio Report
Summary Stock Picks Current Portfolio
Kora Management LP Top Holdings of 2024-06-30 View Full List
Ticker
SE
BABA CALL
NU
PDD
RBLX
MELI
STNE
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SE 		Sea Ltd
4,637,500
331210.250
0%
45.530
0%
0.810
+59.73%
+136.40%
54987.312
Retail - Cyclical
BABA CALL 		Alibaba Group Holding Ltd
2,200,000
158400.000
0%
21.770
0%
0.090
+28.88%
+29.09%
237460.127
Retail - Cyclical
NU 		Nu Holdings Ltd
8,752,000
112813.280
-6.16%
15.510
-1.42%
0.180
+36.97%
+76.11%
70259.376
Banks
PDD 		PDD Holdings Inc
495,250
65843.490
0%
9.050
0%
0.040
-3.20%
-16.51%
169638.256
Retail - Cyclical
RBLX 		Roblox Corp
765,000
28465.650
0%
3.910
0%
0.120
+40.10%
+11.94%
33585.558
Interactive Media
MELI 		MercadoLibre Inc
14,700
24157.980
0%
3.320
0%
0.030
+17.68%
+32.99%
105958.152
Retail - Cyclical
STNE 		StoneCo Ltd
548,700
6578.910
-32.61%
0.900
-0.91%
0.180
-9.74%
-38.82%
3378.955
Software

Kora Management LP's Historical Top Holdings Breakdowns

Kora Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NU 		Nu Holdings Ltd2024-06-30Reduce
-1.42%
●
10.48 ($11.64) 12.92
$14.67
26.03%
Reduce -6.16%
8,752,000
-575,000
STNE 		StoneCo Ltd2024-06-30Reduce
-0.91%
●
11.72 ($14.75) 17.68
$11.03
-25.22%
Reduce -32.61%
548,700
-265,500
CPNG 		Coupang Inc2024-03-31Sold Out
-6.26%
●
13.84 ($16.37) 19.62
$26.89
64.26%
Sold Out
0
-1,569,000
MELI 		MercadoLibre Inc2024-03-31New Buy
+4.60%
●
1499.51 ($1636.68) 1817.98
$2,090.01
27.70%
New holding
14,700
14,700
SE 		Sea Ltd2024-03-31Add
+4.45%
●
34.82 ($46) 60.75
$95.74
108.13%
Add 9.44%
4,637,500
400,000
STNE 		StoneCo Ltd2024-03-31Reduce
-3.62%
●
15.83 ($17.15) 18.32
$11.03
-35.69%
Reduce -50%
814,200
-814,200
RBLX 		Roblox Corp2024-03-31Add
+2.64%
●
36.2 ($40.58) 44.87
$51.18
26.12%
Add 77.49%
765,000
334,000
PDD 		PDD Holdings Inc2024-03-31Reduce
-2.40%
●
110.34 ($131.01) 151.33
$122.15
-6.76%
Reduce -11.84%
495,250
-66,500
PDD 		PDD Holdings Inc2023-12-31Reduce
-2.98%
●
97.9 ($121.27) 150.09
$122.15
0.73%
Reduce -17.3%
561,750
-117,500
NU 		Nu Holdings Ltd2023-12-31Reduce
-1.48%
●
6.84 ($8.08) 8.83
$14.67
81.56%
Reduce -7.8%
9,327,000
-789,000

Kora Management LP Total Holding History ($B)

To

Kora Management LP's Asset Allocation

To

Kora Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kora Management LP's Hypothetical Growth since 2024-06-30

Kora Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

Kora Management LP's Holdings Heat Map

Size field:

Kora Management LP's Holdings Bubble Chart

Kora Management LP News

  • 1

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