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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
+59.92%
1 Year Est. Return
+122.03%
3 Year Est. Return
+89.43%
5 Year Est. Return
+14.91%
10 Year Est. Return
–
AUM
$1.22B
AUM Growth
+$442M
(+57%)
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
3
years
Top 10 Avg Time Held
3
years
Top 20 Avg Time Held
3
years
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 82.37% |
| 2 | Consumer Staples | 17.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Remitly
RELY
$4.83B
| $843M | 69.34% |
37,341,745
| – | – |
2021 Q4
12 quarters
|
|
2
Similarweb
SMWB
$703M
| $158M | 13.03% |
11,173,265
| – | – |
2021 Q4
12 quarters
|
|
3
DELISTED
Udemy
UDMY
| $141M | 11.59% |
17,120,840
| – | – |
2021 Q4
12 quarters
|
|
4
Skillsoft
SKIL
$26.9M
| $73.4M | 6.04% |
3,063,085
| – | – |
2021 Q4
12 quarters
|
|
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Naspers's Q4 2024 Portfolio in Review
As of Q4 2024, Naspers held 4 positions worth $1.22B, up 57% from $774M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q4 2024: 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 82% of assets, up from 77% a quarter earlier, followed by Consumer Staples.
- Naspers's ten largest holdings make up 100% of its $1.22B portfolio in Q4 2024.
- Naspers opened 0 new positions and closed 0 in Q4 2024.
- Naspers's portfolio value rose 57% quarter-over-quarter to $1.22B.
Based on Naspers's 13F filing for Q4 2024, filed 12 Feb 2025.