NASPERS LTD
Portfolio value QoQ: -66.6% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $210,632,144
Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 40.0% still held
Performance vs S&P 500
Annualized: -1.0% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 2 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SMWB | $68,492,114 | 81.19% | 11,173,265 | $39,329,892 | |||
| SKIL | $15,866,780 | 18.81% | 3,063,085 | $2,726,145 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.