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Naspers Ltd

13F filer · CIK 0001106051
Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$84.4MU.S. long equity reported on 13F
Positions20 new · 1 closed
Net flow last quarter-$301MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 11, 20262 positions
SMWBSimilarweb Ltd.$68.5M81.19%12.85%Not reportedQ4 2021
SKILSkillsoft Corp.$15.9M18.81%34.16%Not reportedQ4 2021
Q1 2026Reported May 13, 20263 positions
RELYRemitly Global, Inc.$211M83.28%6.39%-47.2%Q4 2021
SMWBSimilarweb Ltd.$29.2M11.53%12.85%Not reportedQ4 2021
SKILSkillsoft Corp.$13.1M5.20%34.82%Not reportedQ4 2021
Q4 2025Reported Feb 17, 20263 positions
RELYRemitly Global, Inc.$351M75.79%12.08%Not reportedQ4 2021
SMWBSimilarweb Ltd.$83.7M18.06%12.85%Not reportedQ4 2021
SKILSkillsoft Corp.$28.5M6.15%34.97%Not reportedQ4 2021
Q3 2025Reported Nov 14, 20255 positions
RELYRemitly Global, Inc.$415M62.66%12.15%Not reportedQ4 2021
SMWBSimilarweb Ltd.$104M15.70%13.52%Not reportedQ4 2021
IONQIonQ, Inc.$75.9M11.46%0.38%NewQ3 2025
SKILSkillsoft Corp.$39.9M6.03%35.17%Not reportedQ4 2021
UDMYUdemy, Inc.$27.5M4.15%2.66%-71.9%Q4 2021
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