NASPERS LTD — 13F Holdings & Portfolio

CIK 1106051 · latest 13F-HR filed 2026-08-11

NASPERS LTD manages $84.4M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SMWB (81.19%), SKIL (18.81%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 2, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
NASPERS CENTRE PO BOX 2271
CAPETOWN 8000
CAPETOWN 00000
Phone
270214062121
Filing Manager
NASPERS LTD
CAPETOWN, T3
Signatory
Nicolaas Jacobus Marais
CFO and Financial Director
Loading holdings…
AUM

$84.4M

Long-equity book

Holdings

2

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+0 / −1 / ↑2 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Similarweb Ltd$39.3M +134.9%
  • Skillsoft Corp.$2.7M +20.7%
Show all 2

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • Remitly Global, Inc.$210.6M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Similarweb Ltd SMWB M84137104 $68.5M 81.19% 11,173,265 SH
2 Skillsoft Corp. SKIL 83066P200 $15.9M 18.81% 3,063,085 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $84.4M 2 0001193125-26-344686
2026-03-31 2026-05-13 $252.9M 3 0001193125-26-221503
2025-12-31 2026-02-17 $463.3M 3 0001193125-26-053939
2025-09-30 2025-11-14 $661.8M 5 0001193125-25-282412