NASPERS LTD — 13F Holdings & Portfolio

CIK 1106051 · latest 13F-HR filed 2026-05-13

NASPERS LTD manages $252.9M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RELY (83.28%), SMWB (11.53%), SKIL (5.20%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 3.

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.

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AUM

$252.9M

Long-equity book

Holdings

3

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+0 / −0 / ↑0 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • Remitly Global, Inc.-$140.5M -40.0%
  • Similarweb Ltd-$54.5M -65.2%
  • Skillsoft Corp.-$15.3M -53.9%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
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 Remitly Global, Inc. RELY 75960P104 $210.6M 83.28% 13,441,745 SH
2 Similarweb Ltd SMWB M84137104 $29.2M 11.53% 11,173,265 SH
3 Skillsoft Corp. SKIL 83066P200 $13.1M 5.20% 3,063,085 SH
Filing History
Period Filed AUM Holdings Accession
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