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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
-3.47%
1 Year Est. Return
+76.38%
3 Year Est. Return
+52.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$760M
AUM Growth
-$40.1M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 65.74%
2 Consumer Staples 34.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RELY icon
1
Remitly
RELY
$5.39B
$428M 56.28%
37,341,745
– –
UDMY
2
DELISTED
Udemy
UDMY
$181M 23.78%
17,120,840
– –
SKIL icon
3
Skillsoft
SKIL
$78.4M
$79.6M 10.48%
3,063,085
– –
SMWB icon
4
Similarweb
SMWB
$789M
$71.8M 9.46%
11,173,265
– –

Similar funds

MIPU
Man Investment Partners (US) New York $84.3M AUM
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
SAM
Sunstone Asset Management New York $85.2M AUM
CWM
Contango Wealth Management Oakland, California $85.6M AUM
BC
Blantyre Capital London, United Kingdom $82.8M AUM 47.77% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
WAG
Wiser Advisor Group Phoenix, Arizona $82.7M AUM 20.88% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Naspers's Q4 2022 Portfolio in Review

As of Q4 2022, Naspers held 4 positions worth $760M, down 5% from $800M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 Technology at 66% of assets, up from 60% a quarter earlier, followed by Consumer Staples.

  • Naspers's ten largest holdings make up 100% of its $760M portfolio in Q4 2022.
  • Naspers opened 0 new positions and closed 0 in Q4 2022.
  • Naspers's portfolio value fell 5% quarter-over-quarter to $760M.

Based on Naspers's 13F filing for Q4 2022, filed 8 Feb 2023.