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Naspers Portfolio holdings
AUM
$104M
Turnover
0%
1-Year Est. Return
122.03%
This Fund
S&P 500
This Quarter Est. Return
+35.56%
1 Year Est. Return
+122.03%
3 Year Est. Return
+89.43%
5 Year Est. Return
+14.91%
10 Year Est. Return
–
AUM
$982M
AUM Growth
+$223M
(+29%)
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
1.3
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.3
years
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 72.13% |
| 2 | Consumer Staples | 27.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Remitly
RELY
$4.83B
| $633M | 64.44% |
37,341,745
| – | – |
2021 Q4
5 quarters
|
|
2
DELISTED
Udemy
UDMY
| $151M | 15.39% |
17,120,840
| – | – |
2021 Q4
5 quarters
|
|
3
Skillsoft
SKIL
$26.9M
| $123M | 12.47% |
3,063,085
| – | – |
2021 Q4
5 quarters
|
|
4
Similarweb
SMWB
$703M
| $75.5M | 7.69% |
11,173,265
| – | – |
2021 Q4
5 quarters
|
|
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Naspers's Q1 2023 Portfolio in Review
As of Q1 2023, Naspers held 4 positions worth $982M, up 29% from $760M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q1 2023: 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 72% of assets, up from 66% a quarter earlier, followed by Consumer Staples.
- Naspers's ten largest holdings make up 100% of its $982M portfolio in Q1 2023.
- Naspers opened 0 new positions and closed 0 in Q1 2023.
- Naspers's portfolio value rose 29% quarter-over-quarter to $982M.
Based on Naspers's 13F filing for Q1 2023, filed 11 May 2023.