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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
+0.97%
1 Year Est. Return
+122.03%
3 Year Est. Return
+89.43%
5 Year Est. Return
+14.91%
10 Year Est. Return
–
AUM
$253M
AUM Growth
-$210M
(-45%)
Cap. Flow
-$178M
Cap. Flow % of AUM
Cap. Flow %
-70.2%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–
Avg Time Held
4.3
years
Top 10 Avg Time Held
4.3
years
Top 20 Avg Time Held
4.3
years
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Remitly
RELY
|
+$178M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 94.8% |
| 2 | Consumer Staples | 5.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Remitly
RELY
$4.83B
| $211M | 83.28% |
13,441,745
-12,000,000
| -47% | -$178M |
2021 Q4
17 quarters
|
|
2
Similarweb
SMWB
$703M
| $29.2M | 11.53% |
11,173,265
| – | – |
2021 Q4
17 quarters
|
|
3
Skillsoft
SKIL
$26.9M
| $13.1M | 5.2% |
3,063,085
| – | – |
2021 Q4
17 quarters
|
|
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Naspers's Q1 2026 Portfolio in Review
As of Q1 2026, Naspers held 3 positions worth $253M, down 45% from $463M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Naspers withdrew a net $178M in Q1 2026, reducing 1 holding. Its largest reduction was Remitly, cutting an estimated $178M.
By sector, the portfolio is most concentrated in Technology at 95% of assets, up from 94% a quarter earlier, followed by Consumer Staples.
- Naspers's biggest Q1 2026 reduction was Remitly, cutting an estimated $178M.
- Naspers's ten largest holdings make up 100% of its $253M portfolio in Q1 2026.
- Naspers opened 0 new positions and closed 0 in Q1 2026.
- Naspers's portfolio value fell 45% quarter-over-quarter to $253M.
Based on Naspers's 13F filing for Q1 2026, filed 13 May 2026.