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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
-16.15%
1 Year Est. Return
+76.38%
3 Year Est. Return
+52.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$898M
AUM Growth
-$1.36B
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 87.37%
2 Consumer Staples 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RELY icon
1
Remitly
RELY
$5.39B
$725M 80.74%
37,341,745
– –
SMWB icon
2
Similarweb
SMWB
$789M
$59.6M 6.63%
11,173,265
– –
UDMY
3
DELISTED
Udemy
UDMY
$59.6M 6.63%
17,120,840
– –
SKIL icon
4
Skillsoft
SKIL
$78.4M
$53.8M 6%
3,063,085
– –

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 2023 Portfolio in Review

As of Q4 2023, Naspers held 4 positions worth $898M, down 60% from $2.26B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 87% of assets, up from 45% a quarter earlier, followed by Consumer Staples.

  • Naspers's ten largest holdings make up 100% of its $898M portfolio in Q4 2023.
  • Naspers opened 0 new positions and closed 0 in Q4 2023.
  • Naspers's portfolio value fell 60% quarter-over-quarter to $898M.

Based on Naspers's 13F filing for Q4 2023, filed 9 Feb 2024.