N
Naspers Portfolio holdings
AUM
$712M
This Quarter Return
-31.67%
1 Year Return
+37.13%
3 Year Return
+45.66%
5 Year Return
–
10 Year Return
–
AUM
$1.76B
AUM Growth
–
Cap. Flow
+$1.76B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Remitly
RELY
|
$770M |
| 2 |
Skillsoft
SKIL
|
$458M |
| 3 |
Udemy
UDMY
|
$335M |
| 4 |
Similarweb
SMWB
|
$200M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 55.05% |
| 2 | Consumer Staples | 44.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Remitly
RELY
$3.82B
| $770M | 43.7% |
+37,341,745
| New | +$770M |
|
|
2
Skillsoft
SKIL
$132M
| $458M | 25.96% |
+50,000,000
| New | +$458M |
|
|
3
Udemy
UDMY
$1.03B
| $335M | 18.98% |
+17,120,840
| New | +$335M |
|
|
4
Similarweb
SMWB
$882M
| $200M | 11.36% |
+11,173,265
| New | +$200M |
|