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Naspers Portfolio holdings

AUM $84.4M
1-Year Est. Return 76.38%
This Fund
S&P 500
This Quarter Est. Return
+113.4%
1 Year Est. Return
+76.38%
3 Year Est. Return
+52.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$84.4M
AUM Growth
-$169M
Cap. Flow
-$211M
Cap. Flow %
-249.69%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
RELY icon
Remitly
RELY
+$211M

Sector Composition

Rank Sector Weight
1 Technology 81.19%
2 Consumer Staples 18.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMWB icon
1
Similarweb
SMWB
$783M
$68.5M 81.19%
11,173,265
– –
SKIL icon
2
Skillsoft
SKIL
$78.4M
$15.9M 18.81%
3,063,085
– –
RELY icon
3
Remitly
RELY
$5.3B
– –
-13,441,745
Closed -$211M

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Naspers's Q2 2026 Portfolio in Review

As of Q2 2026, Naspers held 3 positions worth $84.4M, down 67% from $253M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Naspers withdrew a net $211M in Q2 2026, closing 1 position. Its most notable exit was Remitly, an estimated $211M position sold in full.

By sector, the portfolio is most concentrated in Technology at 81% of assets, down from 95% a quarter earlier, followed by Consumer Staples.

  • Naspers fully exited Remitly in Q2 2026, selling an estimated $211M.
  • Naspers's ten largest holdings make up 100% of its $84.4M portfolio in Q2 2026.
  • Naspers opened 0 new positions and closed 1 in Q2 2026.
  • Naspers's portfolio value fell 67% quarter-over-quarter to $84.4M.

Based on Naspers's 13F filing for Q2 2026, filed 11 Aug 2026.