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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
+0.97%
1 Year Est. Return
+76.38%
3 Year Est. Return
+52.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$253M
AUM Growth
-$210M
Cap. Flow
-$178M
Cap. Flow %
-70.2%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
RELY icon
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
RELY icon
1
Remitly
RELY
$5.34B
$211M 83.28%
13,441,745
-12,000,000
-47% -$178M
SMWB icon
2
Similarweb
SMWB
$788M
$29.2M 11.53%
11,173,265
– –
SKIL icon
3
Skillsoft
SKIL
$78.4M
$13.1M 5.2%
3,063,085
– –

Similar funds

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SAM
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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 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.