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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
-31.92%
1 Year Est. Return
+76.38%
3 Year Est. Return
+52.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
–
Cap. Flow
+$2.26B
Cap. Flow
% of AUM
128.28%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Remitly
RELY
|
+$1.07B |
| 2 |
Skillsoft
SKIL
|
+$576M |
| 3 |
UDMY
Udemy
UDMY
|
+$410M |
| 4 |
Similarweb
SMWB
|
+$205M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 55.05% |
| 2 | Consumer Staples | 44.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Remitly
RELY
$5.37B
| $770M | 43.7% |
+37,341,745
| New | +$1.07B |
|
|
2
Skillsoft
SKIL
$78.4M
| $458M | 25.96% |
+2,500,000
| New | +$576M |
|
|
UDMY
3
DELISTED
Udemy
UDMY
| $335M | 18.98% |
+17,120,840
| New | +$410M |
|
|
4
Similarweb
SMWB
$785M
| $200M | 11.36% |
+11,173,265
| New | +$205M |
|
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Naspers's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Naspers, which disclosed 4 positions worth $1.76B. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Remitly: 37,341,745 shares worth $770M.
By sector, the portfolio is most concentrated in Technology at 55% of assets, followed by Consumer Staples.
- Naspers's largest Q4 2021 buy was Remitly: 37,341,745 shares worth $770M.
- Naspers's ten largest holdings make up 100% of its $1.76B portfolio in Q4 2021.
- Naspers disclosed 4 positions in Q4 2021, its first 13F filing on record.
Based on Naspers's 13F filing for Q4 2021, filed 11 Feb 2022.