2026 Q2 Portfolio Activity
In 2026 Q2, NASPERS LTD maintained a portfolio of 3 distinct positions. Conversely, NASPERS LTD completely exited their position in Remitly Global, Inc..
Position History
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Total Positions
3
Quarter
2026 Q2
Top Holding
SMWB (81.2%)
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 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SMWB
Similarweb Ltd
|
Technology | 81.19% | 11.53% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
11,173,265 | $68,492,114 |
$17.91
-50.4%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
CCX
Skillsoft Corp.
|
Unknown | 18.81% | 5.20% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
3,063,085 | $15,866,780 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
RELY
Remitly Global,...
|
Technology | 0.00% | 83.28% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-13,441,745 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-3 of 3 holdings