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Naspers Portfolio holdings
AUM
$84.4M
Turnover
33.33%
1-Year Est. Return
76.38%
This Fund
S&P 500
This Quarter Est. Return
-40.07%
1 Year Est. Return
+76.38%
3 Year Est. Return
+88.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.03B
AUM Growth
-$734M
(-42%)
Cap. Flow
$0
Cap. Flow % of AUM
Cap. Flow %
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
0.3
years
Top 10 Avg Time Held
0.3
years
Top 20 Avg Time Held
0.3
years
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 50.1% |
| 2 | Technology | 49.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Remitly
RELY
$4.8B
| $369M | 35.83% |
37,341,745
| – | – |
2021 Q4
1 quarter
|
|
2
Skillsoft
SKIL
$29.1M
| $302M | 29.36% |
2,500,000
| – | – |
2021 Q4
1 quarter
|
|
3
DELISTED
Udemy
UDMY
| $213M | 20.74% |
17,120,840
| – | – |
2021 Q4
1 quarter
|
|
4
Similarweb
SMWB
$717M
| $145M | 14.07% |
11,173,265
| – | – |
2021 Q4
1 quarter
|
|
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HB
Naspers's Q1 2022 Portfolio in Review
As of Q1 2022, Naspers held 4 positions worth $1.03B, down 42% from $1.76B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q1 2022: portfolio turnover was 0%. Naspers opened no new positions and made no exits, leaving the 4-position portfolio largely intact.
By sector, the portfolio is most concentrated in Consumer Staples at 50% of assets, up from 45% a quarter earlier, followed by Technology.
- Naspers's ten largest holdings make up 100% of its $1.03B portfolio in Q1 2022.
- Naspers opened 0 new positions and closed 0 in Q1 2022.
- Naspers's portfolio value fell 42% quarter-over-quarter to $1.03B.
Based on Naspers's 13F filing for Q1 2022, filed 11 May 2022.