SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Kore Advisors LP

CIK 0001971339 · 1501 CORPORATE DRIVE, SUITE 120, BOYNTON BEACH, FL, 33426 · 561-737-1721

Reported Value
$426M
Q4 2024
Positions
21
Filings on Record
11
2024–present window
Filed
Feb 14, 2025
original filing

Summary

Kore Advisors LP reported $426M in U.S.-listed holdings across 21 positions for Q4 2024.

Its largest position, Wheels Up Experience, represents 9.3% of the portfolio.

Compared with Q3 2024, the fund opened 6 new positions and exited 4.

Portfolio Metrics

Turnover
+15.8%
vs prior filed quarter
Top-10 Concentration
+27.1%
share of reported value
Largest Position
+9.3%
Wheels Up Experience
New / Exited
6 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $367MQ4 ’23Q1 ’24: $349MQ2 ’24: $347MQ2 ’24Q3 ’24: $348MQ4 ’24: $426MQ4 ’24Q1 ’25: $116MQ2 ’25: $91MQ2 ’25Q3 ’25: $190MQ4 ’25: $137MQ4 ’25Q1 ’26: $93Mfilingsflow.com

Portfolio Composition

By security type
Other: 55.6%Common Stock: 25.2%ETP: 16.9%US DOMESTIC: 2.3%
  • Other · 55.6% · $237M
  • Common Stock · 25.2% · $107M
  • ETP · 16.9% · $72M
  • US DOMESTIC · 2.3% · $10M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPYSPDR S&P 500 ETF TRNEW+75.0K75.0K+$44M$44M
QBIGINVESCO ACTIVELY MANAGED EXCNEW+55.0K55.0K+$28M$28M
WOLFSPEED INCNEW+1.34M1.34M+$9M$9M
WOLFSPEED INCNEW+19.50M19.50M+$8M$8M
WOLFSPEED INCNEW+3.50M3.50M+$2M$2M
OFFICE PPTYS INCOME TRNEW+391.8K391.8K+$391,749$391,749
UNITED STATES STL CORP NEWSOLD OUT331.2K0$12M$0
SPIRIT AIRLS INCSOLD OUT4.50M0$11M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

13 positions (from 14 filing rows — )
#IssuerClass% PortfolioValueShares
1WHEELS UP EXPERIENCE INCCOM CL A9.31%$40M24.03M
2CRGYCRESCENT ENERGY COMPANYhistory →CL A COM4.30%$18M1.25M
3UNITED STATES STL CORP NEWCOM3.96%$17M496.3K
4GEOGEO GROUP INC NEWhistory →COM3.65%$16M556.0K
5WOLFSPEED INCNOTE 1.875%12/0 · NOTE 0.250% 2/12.29%$10M23.00M
6CHRDCHORD ENERGY CORPORATIONhistory →COM NEW1.32%$6M48.0K
7ARANTERO RESOURCES CORPCOM0.88%$4M106.5K
8CCITIGROUP INCCOM NEW0.74%$3M44.7K
9ALAIR LEASE CORPCL A0.35%$2M31.2K
10NENOBLE CORP PLCORD SHS A0.29%$1M39.7K
11BWXTBWX TECHNOLOGIES INCCOM0.26%$1M10.0K
12OFFICE PPTYS INCOME TRCOM SHS BEN INT0.09%$391,749391.8K
13GSGOLDMAN SACHS GROUP INCCOM0.09%$389,382680

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$93M17May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$137M16Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$190M19Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$91M16Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$116M13May 15, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2024$426M21Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$348M19Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$347M19Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$349M21May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$367M21Feb 9, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.