Naspers Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Naspers Ltd. reported 4 stock positions worth $1.1 billion. Its top holding was Remitly Global (RELY) at 71.0% of the portfolio, followed by Udemy (UDMY, 17.2%) and Similarweb (SMWB, 9.2%). Its holdings were unchanged from Q4 2023.

Most Recent 13F
Q2 2026
Location
CAPETOWN, T3
CIK
0001106051
Portfolio Value
$1.1B (Q1 2024)
SEC Filing
0000950123-24-003990 ↗ filed May 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.1B $1.1B Q1 2024 Q2 2024: $729.5M Q2 2024 Q3 2024: $773.6M Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $711.9M Q2 2025 Q3 2025: $661.8M Q3 2025 Q4 2025: $463.3M Q4 2025 Q1 2026: $252.9M Q1 2026 Q2 2026: $84.4M Q2 2026

Holdings 4 stocks · $1.1B
RELY Remitly Global Inc. 71.01% 37,341,745 $774.5M No change
UDMY Udemy Inc. 17.24% 17,120,840 $188.0M No change
SMWB Similarweb Ltd. 9.22% 11,173,265 $100.6M No change
SKIL Skillsoft Corp. 2.53% 3,063,085 $27.6M No change

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$84.4MSMWB, SKIL
Q1 2026 3$252.9MRELY, SMWB, SKIL
Q4 2025 3$463.3MRELY, SMWB, SKIL
Q3 2025 5$661.8MRELY, SMWB, IONQ, SKIL, UDMY
Q2 2025 4$711.9MRELY, UDMY, SMWB, SKIL
Q1 2025 4$1.0BRELY, UDMY, SMWB, SKIL
Q4 2024 4$1.2BRELY, SMWB, UDMY, SKIL
Q3 2024 4$773.6MRELY, UDMY, SMWB, SKIL
Q2 2024 4$729.5MRELY, UDMY, SMWB, SKIL
Q1 2024 4$1.1BRELY, UDMY, SMWB, SKIL