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Naspers

Naspers Portfolio holdings

AUM $84.4M Turnover 33.33%
1-Year Est. Return 76.38%
This Fund
S&P 500
This Quarter Est. Return
-1.5%
1 Year Est. Return
+76.38%
3 Year Est. Return
+88.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$662M
AUM Growth
-$50.1M
Cap. Flow
-$12.2M
Cap. Flow %
-1.84%
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
–
Reduced
1
Closed
–
Avg Time Held
3 years
Top 10 Avg Time Held
3 years
Top 20 Avg Time Held
3 years

Top Buys

Rank Stock Value
1
IONQ icon
IonQ
IONQ
+$58M

Top Sells

Rank Stock Value
1
UDMY icon
Udemy
UDMY
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 89.83%
2 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
RELY icon
1
Remitly
RELY
$5.03B
$415M 62.66%
25,441,745
– –
2021 Q4
15 quarters
SMWB icon
2
Similarweb
SMWB
$690M
$104M 15.7%
11,173,265
– –
2021 Q4
15 quarters
IONQ icon
3
IonQ
IONQ
$16.3B
$75.9M 11.46%
+1,233,585
New +$58M
2025 Q3
0 quarters
SKIL icon
4
Skillsoft
SKIL
$28.3M
$39.9M 6.03%
3,063,085
– –
2021 Q4
15 quarters
UDMY icon
5
DELISTED
Udemy
UDMY
$27.5M 4.15%
3,916,240
-10,004,600
-72% -$70.2M
2021 Q4
15 quarters

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CC
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HB
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Naspers's Q3 2025 Portfolio in Review

As of Q3 2025, Naspers held 5 positions worth $662M, down 7% from $712M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Naspers's Q3 2025 filing shows 1 new and 1 reduced positions. Its largest new stake was IonQ: 1,233,585 shares worth $75.9M. The largest sale was Udemy, an estimated $70.2M.

By sector, the portfolio is most concentrated in Technology at 90% of assets, up from 79% a quarter earlier, followed by Consumer Staples.

  • Naspers's largest Q3 2025 buy was IonQ: 1,233,585 shares worth $75.9M.
  • Naspers's biggest Q3 2025 reduction was Udemy, cutting an estimated $70.2M.
  • Naspers's ten largest holdings make up 100% of its $662M portfolio in Q3 2025.
  • Naspers opened 1 new position and closed 0 in Q3 2025.
  • Naspers's portfolio value fell 7% quarter-over-quarter to $662M.

Based on Naspers's 13F filing for Q3 2025, filed 14 Nov 2025.