Naspers
CAPETOWN, T3files as NASPERS LTD
$84m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 83.3% of the portfolio this quarter.
Value
$84m
Stocks
2
Top 10 share
100.0%
Turnover
83.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Remitly GlobalRELY-100%
Holdings
- Skillsoft
- Share
- 18.8%
- Value
- $16m
- Shares
- 3,063,085
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SimilarwebSMWB | 81.2% | $68m | 11,173,265 | Held |
| Skillsoft | 18.8% | $16m | 3,063,085 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 88.2% since 30 June 2025.
Where the money is
Technology81.2%
Other18.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.