AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Naspers Ltd SEC 13F Filing
Portfolio Overview
As of the report date September 30, 2025, Naspers Ltd manages a concentrated portfolio valued at approximately $634.36 million. This represents a decrease of 10.9% from the previous quarter's value of $711.92 million. The portfolio is characterized by an extremely high level of concentration, consisting of only four holdings. This lack of broad diversification suggests that the firm employs a high-conviction investment...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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