Kora Management LP U — UNITY SOFTWARE INC

Ownership history in Kora Management LP  ·  5 quarters on record

AI Ownership Summary

Kora Management LP reported UNITY SOFTWARE INC (U) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.99% in 2026 Q1. The latest visible filing shows U at 4.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this U ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kora Management LP's position in UNITY SOFTWARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

U was reported at 4.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.99% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

U stock page Kora Management LP fund profile Kora Management LP full holdings
How Kora Management LP held U — position size vs. price
% of Fund (quarterly)    U price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,594,227 +1,566,000 +5547.9% 4.99% $35.0M 2026-05-15 $27.16
2025 Q4 REDUCED 91.7% -50.3% ✅ 28,227 -311,273 -91.7% 0.17% $1.2M 2026-02-17 $18.36
2025 Q3 REDUCED 42.6% +12.5% ❌ 339,500 -252,000 -42.6% 1.44% $13.6M 2025-11-14 $36.72
2025 Q2 UNCHANGED — — — 591,500 — 0% 1.76% $14.3M 2025-08-14 $38.42
2025 Q1 INITIATED — — — 591,500 — — 1.52% $11.6M 2025-05-15 $21.22

🏢 Other funds also holding U

As of 2026 Q1 — sorted by position size

Flight Deck Capital, LP 3Y 22.34% Silver Lake Group, L.L.C. 3Y 7Y 20.72% Broad Peak Investment Advisers Pte Ltd 11.77% INFINITUM ASSET MANAGEMENT, LLC 11.64% Maytree Asset Management Ltd 3Y 8.07% SC US (TTGP), LTD. 3Y 7Y 7.55% Resolute Advisors LLC 3Y 7.54% APEIRON CAPITAL Ltd 3Y 5.14% Arohi Asset Management PTE Ltd. 4.53% Two Creeks Capital Management, LP 3Y 7Y 4.47%

FAQ About Kora Management LP and U

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kora Management LP reported owning U?

Kora Management LP reported U across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported U position in Kora Management LP's portfolio?

The largest reported portfolio weight for U was 4.99% in 2026 Q1.

What is the latest reported U position on this page?

The most recent filing on this page is 2026 Q1, when Kora Management LP reported 1,594,227 shares, equal to 4.99% of portfolio, with an estimated market value of $35.0M.

What does the chart on this U ownership page compare?

The chart compares Kora Management LP's quarterly U portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kora Management LP time their U position?

Based on 13F filing dates vs. subsequent U price moves, Kora Management LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on U relative to SPY over the holding period was +1.1%.

← Back to Kora Management LP Holdings