2026 Q1 Portfolio Activity
In 2026 Q1, NASPERS LTD maintained a portfolio of 3 distinct positions. The fund also reduced its exposure to Remitly Global, Inc. by 47.2%.
Position History
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Total Positions
3
Quarter
2026 Q1
Top Holding
RELY (83.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
NASPERS LTD Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RELY
Remitly Global,...
|
Technology | 83.28% | 75.79% |
#1
Prev: #1
|
6.0 | -12,000,000 | -47.2% |
P
S
|
13,441,745 | $210,632,144 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SMWB
Similarweb Ltd
|
Technology | 11.53% | 18.06% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
11,173,265 | $29,162,222 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CCX
Skillsoft Corp.
|
Unknown | 5.20% | 6.15% |
#3
Prev: #3
|
4.1 | no change | no change |
P
S
|
3,063,085 | $13,140,635 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-3 of 3 holdings