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Naspers Ltd

SEC CIK
0001106051
Latest filing
Aug 11, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
2
−1 vs. Q1 2026
Portfolio value
$84.4M
−$168.6M (−66.6%) vs. Q1 2026
Filed
Aug 11, 2026
SEC
Holdings of Naspers Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SMWBSimilarweb Ltd.SHS11,173,265$68.5M81.2%00.0%UnchangedHistory
SKILSkillsoft Corp.CL A3,063,085$15.9M18.8%00.0%UnchangedHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Naspers Ltd sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
RELYRemitly Global, Inc.COM13,441,745$210.6M83.3%History