N
Naspers Portfolio holdings
AUM
$712M
This Quarter Return
-11.31%
1 Year Return
+37.13%
3 Year Return
+45.66%
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$1.04B
(-15%)
Cap. Flow
-$24.8M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Udemy
UDMY
|
$24.8M |
Sector Composition
| 1 | Technology | 83.89% |
| 2 | Consumer Staples | 16.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Remitly
RELY
$3.82B
| $777M | 74.97% |
37,341,745
| – | – |
|
|
2
Udemy
UDMY
$1.03B
| $108M | 10.43% |
13,920,840
-3,200,000
| -19% | -$24.8M |
|
3
Similarweb
SMWB
$882M
| $92.4M | 8.92% |
11,173,265
| – | – |
|
4
Skillsoft
SKIL
$132M
| $58.9M | 5.69% |
3,063,085
| – | – |
|