N
Naspers Portfolio holdings
AUM
$712M
This Quarter Return
-16.15%
1 Year Return
+37.13%
3 Year Return
+45.66%
5 Year Return
–
10 Year Return
–
AUM
$898M
AUM Growth
+$898M
(-60%)
Cap. Flow
-$1.02B
Cap. Flow
% of AUM
-113.92%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Skillsoft
SKIL
|
$1.02B |
Sector Composition
| 1 | Technology | 87.37% |
| 2 | Consumer Staples | 12.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Remitly
RELY
$3.82B
| $725M | 80.74% |
37,341,745
| – | – |
|
2
Similarweb
SMWB
$882M
| $59.6M | 6.63% |
11,173,265
| – | – |
|
3
Udemy
UDMY
$1.03B
| $59.6M | 6.63% |
17,120,840
| – | – |
|
|
4
Skillsoft
SKIL
$132M
| $53.8M | 6% |
3,063,085
-58,198,623
| -95% | -$1.02B |
|