Naspers Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Naspers Ltd. reported 4 stock positions worth $729.5 million. Its top holding was Remitly Global (RELY) at 62.0% of the portfolio, followed by Udemy (UDMY, 20.3%) and Similarweb (SMWB, 11.9%). Its holdings were unchanged from Q1 2024.

Most Recent 13F
Q2 2026
Location
CAPETOWN, T3
CIK
0001106051
Portfolio Value
$729.5M (Q2 2024)
SEC Filing
0000950123-24-007002 ↗ filed Aug 1, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.1B Q1 2024 Q2 2024: $729.5M $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 · $729.5M
RELY Remitly Global Inc. 62.04% 37,341,745 $452.6M No change
UDMY Udemy Inc. 20.25% 17,120,840 $147.8M No change
SMWB Similarweb Ltd. 11.90% 11,173,265 $86.8M No change
SKIL Skillsoft Corp. 5.81% 3,063,085 $42.4M No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 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