N
Naspers Portfolio holdings
AUM
$712M
This Quarter Return
-28.5%
1 Year Return
+37.13%
3 Year Return
+45.66%
5 Year Return
–
10 Year Return
–
AUM
$769M
AUM Growth
+$769M
(-25%)
Cap. Flow
+$39.6M
Cap. Flow
% of AUM
5.15%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Skillsoft
SKIL
|
$39.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 50.79% |
| 2 | Technology | 49.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Remitly
RELY
$3.82B
| $286M | 37.21% |
37,341,745
| – | – |
|
|
2
Skillsoft
SKIL
$132M
| $216M | 28.05% |
61,250,228
+11,250,228
| +23% | +$39.6M |
|
3
Udemy
UDMY
$1.03B
| $175M | 22.74% |
17,120,840
| – | – |
|
4
Similarweb
SMWB
$882M
| $92.2M | 11.99% |
11,173,265
| – | – |
|