Kora Management LP
BROOKLYN, NY
$843m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 7.9% of the portfolio this quarter.
Value
$843m
Stocks
10
Top 10 share
100.0%
Turnover
7.9%
What changed this quarter
New
Bought for the first time this quarter.
- Alibaba Group HldgBABA2.5% of the fund
Added
Bought more of a stock they already held.
- SeaSE43.1% of the fund+6%
- Unity SoftwareU8.6% of the fund+59%
- RobloxRBLX3.9% of the fund+56%
Cut
Sold some of their stake.
- Nebius GroupNBIS15.3% of the fund-56%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- SeaSE
- Share
- 43.1%
- Value
- $363m
- Shares
- 3,792,812
+6%
- PDD HoldingsPDD
- Share
- 4.4%
- Value
- $37m
- Shares
- 490,650
Held
- Grupo Financiero Galicia S.AGGAL
- Share
- 3.9%
- Value
- $33m
- Shares
- 657,333
Held
- Alibaba Group HldgBABA
- Share
- 2.5%
- Value
- $21m
- Shares
- 216,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SeaSE | 43.1% | $363m | 3,792,812 | +6% |
| Nebius GroupNBIS | 15.3% | $129m | 466,616 | -56% |
| Nu HoldingsNU | 11.5% | $97m | 7,265,000 | Held |
| Unity SoftwareU | 8.6% | $72m | 2,531,727 | +59% |
| PDD HoldingsPDD | 4.4% | $37m | 490,650 | Held |
| MercadoLibreMELI | 4.3% | $36m | 21,257 | Held |
| RobloxRBLX | 3.9% | $33m | 610,000 | +56% |
| Grupo Financiero Galicia S.AGGAL | 3.9% | $33m | 657,333 | Held |
| Joint Stock Co Kaspi.kzKSPI | 2.5% | $21m | 241,500 | Held |
| Alibaba Group HldgBABA | 2.5% | $21m | 216,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 3.6% since 30 June 2025.
Where the money is
Technology34.6%
Financial services11.5%
Other53.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.