N
Naspers Portfolio holdings
AUM
$712M
This Quarter Return
+7%
1 Year Return
+37.13%
3 Year Return
+45.66%
5 Year Return
–
10 Year Return
–
AUM
$774M
AUM Growth
+$774M
(+6%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 77.4% |
| 2 | Consumer Staples | 22.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Remitly
RELY
$3.82B
| $500M | 64.63% |
37,341,745
| – | – |
|
2
Udemy
UDMY
$1.03B
| $127M | 16.47% |
17,120,840
| – | – |
|
3
Similarweb
SMWB
$882M
| $98.8M | 12.77% |
11,173,265
| – | – |
|
4
Skillsoft
SKIL
$132M
| $47.5M | 6.14% |
3,063,085
| – | – |
|