NASPERS LTD

CIK 1106051 · View on SEC EDGAR ↗

Portfolio value
$252.9M
#5,283 of 8,643 by 13F value · top 61.1%
Positions
3
As of
March 31, 2026 Data as of Q1 2026

Portfolio value QoQ: -45.4% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.4

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: 6.0 quarters Tracked Q4 2024–Q2 2026 · 40.0% still held

New positions
0
Increased
0
Decreased
0
Closed
1
On this page

Sector breakdown

Technology
81.2%
Industrials
18.8%

Full portfolio 2 positions

Type Streak 8Q trend
SMWB Similarweb Ltd. Ordinary Shares $68,492,114 81.19% 11,173,265 $39,329,892
SKIL Skillsoft Corp. Class A Common Stock $15,866,780 18.81% 3,063,085 $2,726,145

Top movers (QoQ)

Security Action Shares Δ Value Δ
SMWB Price move only +0 +$39.3M
SKIL Price move only +0 +$2.7M

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.

SecurityQuarter Shares before Value before Price since exit
RELY June 30, 2026 13,441,745 $210,632,144 18.4%
IONQ Dec. 31, 2025 1,233,585 $75,865,478 -0.1%
UDMY Dec. 31, 2025 3,916,240 $27,452,842 No longer tracked