Kora Management

Kora Management

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

9

Market Value

$701.5M

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
SE42.1%53.3%58.5%67.6%
NBIS15.6%9.5%8.8%10.3%
NU14.9%16.2%12.2%8.2%
PDD7.2%7.4%8.5%5.8%
MELI5.2%5.7%3.8%0.0%
U5.0%0.2%1.4%1.8%
GGAL4.4%3.9%--
RBLX3.1%2.1%6.8%6.3%
KSPI2.5%1.8%--

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NBIS+170.73%
SE+9.70%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

NU-10.30%
PDD-21.84%

Sector Analysis

Financials19.3%
Technology7.5%
Communication Services18.8%
Consumer Discretionary54.5%

Trading Summary

No stocks in this category