Livermore

NASPERS LTD

SEC CIK
0001106051

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 11, 2026.SEC

Positions
2
−1 vs. Q1 2026
Total value
$84.36M
−$168.58M (−66.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

NASPERS LTD holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SMWBSIMILARWEB LTDSHS11,173,265$68.49M81.19%00.0%UnchangedView
SKILSKILLSOFT CORPCL A3,063,085$15.87M18.81%00.0%UnchangedView

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are no longer in this filing.

NASPERS LTD positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
RELYREMITLY GLOBAL INCCOM13,441,745$210.63M83.28%

13F filings by quarter

NASPERS LTD 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 11, 20262$84.36Mvs. Q1 2026SEC
Q1 2026May 13, 20263$252.94Mvs. Q4 2025SEC
Q4 2025Feb 17, 20263$463.27Mvs. Q3 2025SEC
Q3 2025Nov 14, 20255$661.81Mvs. Q2 2025SEC
Q2 2025Aug 12, 20254$711.92Mvs. Q1 2025SEC
Q1 2025May 15, 20254$1.04Bvs. Q4 2024SEC
Q4 2024Feb 12, 20254$1.22Bvs. Q3 2024SEC
Q3 2024Nov 14, 20244$773.63Mvs. Q2 2024SEC
Q2 2024Aug 1, 20244$729.51Mvs. Q1 2024SEC
Q1 2024May 7, 20244$1.09Bvs. Q4 2023SEC
Q4 2023Feb 9, 20244$898.13Mvs. Q3 2023SEC
Q3 2023Nov 7, 20234$2.26Bvs. Q2 2023SEC
Q2 2023Aug 9, 20234$1.04Bvs. Q1 2023SEC
Q1 2023May 11, 20234$982.17Mvs. Q4 2022SEC
Q4 2022Feb 8, 20234$759.67Mvs. Q3 2022SEC
Q3 2022Nov 14, 20224$799.82Mvs. Q2 2022SEC
Q2 2022Aug 12, 20224$768.62Mvs. Q1 2022SEC
Q1 2022May 11, 20224$1.03Bvs. Q4 2021SEC
Q4 2021Feb 11, 20224$1.76B–SEC