KM
Kora Management Portfolio holdings
AUM
$814M
This Quarter Return
+57.08%
1 Year Return
+126.56%
3 Year Return
+384.47%
5 Year Return
+176.45%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+45%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 63.56% |
| 2 | Communication Services | 16.86% |
| 3 | Financials | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sea Limited
SE
$110B
| $63.5M | 27.98% |
2,700,000
| – | – |
|
2
Mercado Libre
MELI
$125B
| $45.7M | 20.14% |
90,000
| – | – |
|
|
NBIS
3
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $38.3M | 16.86% |
1,114,000
| – | – |
|
|
WUBA
4
DELISTED
58.COM INC
WUBA
| $29.9M | 13.17% |
455,000
| – | – |
|
5
JD.com
JD
$44.1B
| $22M | 9.71% |
730,500
| – | – |
|
|
SUPV
6
Grupo Supervielle
SUPV
$686M
| $14.6M | 6.41% |
2,393,514
| – | – |
|
7
Vipshop
VIPS
$8.25B
| $13M | 5.73% |
1,620,000
| – | – |
|