NL
Naspers Ltd
13F filer · CIK 0001106051Reported 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 freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 11, 20262 positions | |||||
| $68.5M | 81.19% | 12.85% | Not reported | Q4 2021 | |
| $15.9M | 18.81% | 34.16% | Not reported | Q4 2021 | |
| Q1 2026Reported May 13, 20263 positions | |||||
| $211M | 83.28% | 6.39% | -47.2% | Q4 2021 | |
| $29.2M | 11.53% | 12.85% | Not reported | Q4 2021 | |
| $13.1M | 5.20% | 34.82% | Not reported | Q4 2021 | |
| Q4 2025Reported Feb 17, 20263 positions | |||||
| $351M | 75.79% | 12.08% | Not reported | Q4 2021 | |
| $83.7M | 18.06% | 12.85% | Not reported | Q4 2021 | |
| $28.5M | 6.15% | 34.97% | Not reported | Q4 2021 | |
| Q3 2025Reported Nov 14, 20255 positions | |||||
| $415M | 62.66% | 12.15% | Not reported | Q4 2021 | |
| $104M | 15.70% | 13.52% | Not reported | Q4 2021 | |
| $75.9M | 11.46% | 0.38% | New | Q3 2025 | |
| $39.9M | 6.03% | 35.17% | Not reported | Q4 2021 | |
| UUDMYUdemy, Inc. | $27.5M | 4.15% | 2.66% | -71.9% | Q4 2021 |
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