13F Insight
DOSSIER · 13F-HR · Q1 2026

NASPERS LTD

$253M in tracked AUM across 3 positions as of Q1 2026.

NL
CIK 0001106051 · last filed Mar 31, 2026
Total AUM
$253M
as of Q1 2026
Holdings
3
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

Key Holdings

The portfolio is dominated by a single large-cap position, Remitly Global, Inc. (RELY), which accounts for $414.70 million or 65.37% of the total assets. With a holding of 25.44 million shares, Naspers has maintained a massive controlling stake in the financial technology company, indicating strong confidence in Remitly's long-term growth trajectory within the digital remittance space.

The second largest holding is Similarweb Ltd, representing 16.38% of the portfolio ($103.91 million). This position underscores the firm's interest in digital intelligence and data analytics. The third position, IONQ, Inc, constitutes 11.96% ($75.87 million) and is a new addition, exposing the portfolio to the quantum computing sector. The smallest holding is Skillsoft Corp, making up 6.29% ($39.88 million), rounding out the portfolio’s focus on digital transformation and education technology.

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.

#HoldingValueSharesWeight
01
RELY
Remitly Global, Inc.
$211M13.4M83.3%02
M84137104
Similarweb Ltd
$29M11.2M11.5%03
CCXUSD
Skillsoft Corp.
$13M3.1M5.2%

Filing history

2026Q1Mar 31
$253M▼ 45.4%
3 positionsView →2025Q4Dec 31
$463M▼ 27.0%
3 positionsView →2025Q3Sep 30
$634M▼ 10.9%
4 positionsView →2025Q2Jun 30
$712M▼ 23.3%
4 positionsLocked2025Q1Mar 31
$928M▼ 23.6%
3 positionsLocked2024Q4Dec 31
$1.2B▲ 57.1%
4 positionsLocked2024Q3Sep 30
$774M▲ 6.0%
4 positionsLocked2024Q2Jun 30
$730M▼ 33.1%
4 positionsLocked2024Q1Mar 31
$1.1B▲ 21.4%
4 positionsLocked2023Q4Dec 31
$898M▼ 60.3%
4 positionsLocked2023Q3Sep 30
$2.3B▲ 118.4%
4 positionsLocked2023Q2Jun 30
$1.0B▲ 5.5%
4 positionsLocked
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