Sea Limited American Depositary Shares, each representing one Cl

StoneCo Ltd. Class A Common Shares

Kora Management just released its Q1 holdings.

Two total positions:

1. [$SE](https://twitter.com/search?q=%24SE&src=cashtag_click) 93.85%
2. [$STNE](https://twitter.com/search?q=%24STNE&src=cashtag_click) 6.15%

The fund first purchased Sea in 2018 and purchased 9,200 more shares during Q1. Crazy conviction.

![](https://cdn.commonstock.com/4cc4129fceaef9c93ef3ee024cfabb4e841f5441b1034a51d85426aa5c628be6-2838x198.png)

I’d align with @goldenlacllc on this, misunderstanding of the capital intensity of the business is a major risk

Strat Becker

https://twitter.com/search?q=%24SE&src=cashtag_click

https://twitter.com/search?q=%24STNE&src=cashtag_click

Kora Management Files Q1 13F Form

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