Kora Management LP

Q2 2026 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$842,969
Net value change ($000)
+141,443 (20.2%)
New positions
1
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SE 68,405 23.2%
U 37,380 106.9%
BABA 20,732 NEW
NBIS 19,314 17.6%
RBLX 11,114 50.4%
KSPI 3,036 17.0%
GGAL 2,182 7.1%
Top Reduces (Value $000, Stocks/ETFs)
PDD -12,708 -25.3%
NU -7,338 -7.0%
MELI -673 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type