What smart money is saying about Kakao
1 fund in our archive has pitched Kakao — most recently Harding Loevner Emerging Markets Equity in June 2026.
Based in South Korea, Kakao Corporation manages a diverse array of mobile and internet-based platforms. These platforms encompass various ventures, including their messaging services, web portal activities, and additional enterprises. Through these offerings, users can engage in communication, discover information, conduct online shopping, process digital payments, and access utilities like mobile transportation solutions. Key brands associated with the company's services include Kakao, Daum, and Melon. Previously known as Daum Kakao Corp., the organization adopted its current name, Kakao Corp., in October 2015. Established in 1995, Kakao Corp. maintains its primary offices in Jeju, South Korea.
Position history
Every position in Kakao on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- June 2026
“Kakao is the dominant social platform in South Korea, with nearly 50 million users in its home market.”
Read the letterKakao
Also mentioned · 1
These funds discuss Kakao — as a competitor, benchmark or comparable — without disclosing a position in it.
- May 2026
“NICE is closely involved, having hosted the first regulator–industry meetings at its offices in early 2026, and is working with Korean tech leaders such as Kakao, Naver, and Toss on new scoring approaches.”
Read the letterKakao
Fund coverage · 1 thesis
Kakao is a dominant Korean social platform using network effects, AI features, and monetization initiatives to drive revenue growth and margin expansion.
Read the full thesis
Read every full thesis on Kakao
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→