N
Naspers Portfolio holdings
AUM $712M
1-Year Return
37.13%
This Quarter Return
-9.65%
1 Year Return
+37.13%
3 Year Return
+45.66%
5 Year Return
–
10 Year Return
–
AUM
$712M
AUM Growth
-$324M
(-31%)
Cap. Flow
-$223M
Cap. Flow
% of AUM
-31.37%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Remitly
RELY
|
+$223M |
Sector Composition
| 1 | Technology | 79.38% |
| 2 | Consumer Staples | 20.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Remitly
RELY
$3.55B
| $478M | 67.08% |
25,441,745
-11,900,000
| -32% | -$223M |
|
2
Udemy
UDMY
$1.07B
| $97.9M | 13.75% |
13,920,840
| – | – |
|
3
Similarweb
SMWB
$849M
| $87.6M | 12.3% |
11,173,265
| – | – |
|
4
Skillsoft
SKIL
$121M
| $48.9M | 6.87% |
3,063,085
| – | – |
|