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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
-16.9%
1 Year Est. Return
+76.38%
3 Year Est. Return
+52.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$463M
AUM Growth
-$199M
Cap. Flow
-$103M
Cap. Flow %
-22.3%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
2

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
IONQ icon
IonQ
IONQ
+$75.9M
2
UDMY
Udemy
UDMY
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 93.85%
2 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RELY icon
1
Remitly
RELY
$5.35B
$351M 75.79%
25,441,745
– –
SMWB icon
2
Similarweb
SMWB
$788M
$83.7M 18.06%
11,173,265
– –
SKIL icon
3
Skillsoft
SKIL
$78.6M
$28.5M 6.15%
3,063,085
– –
IONQ icon
4
IonQ
IONQ
$18.5B
– –
-1,233,585
Closed -$75.9M
UDMY
5
DELISTED
Udemy
UDMY
– –
-3,916,240
Closed -$27.5M

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 2025 Portfolio in Review

As of Q4 2025, Naspers held 5 positions worth $463M, down 30% from $662M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Naspers withdrew a net $103M in Q4 2025, closing 2 positions. Its most notable exit was IonQ, an estimated $75.9M position sold in full.

By sector, the portfolio is most concentrated in Technology at 94% of assets, up from 90% a quarter earlier, followed by Consumer Staples.

  • Naspers fully exited IonQ in Q4 2025, selling an estimated $75.9M.
  • Naspers's ten largest holdings make up 100% of its $463M portfolio in Q4 2025.
  • Naspers opened 0 new positions and closed 2 in Q4 2025.
  • Naspers's portfolio value fell 30% quarter-over-quarter to $463M.

Based on Naspers's 13F filing for Q4 2025, filed 17 Feb 2026.