Naspers Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Naspers Ltd. reported 4 stock positions worth $1.0 billion. Its top holding was Remitly Global (RELY) at 75.0% of the portfolio, followed by Udemy (UDMY, 10.4%) and Similarweb (SMWB, 8.9%). Compared with Q4 2024, it reduced 1. The biggest sale was Udemy (UDMY, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- CAPETOWN, T3
- CIK
- 0001106051
- Portfolio Value
- $1.0B (Q1 2025)
- SEC Filing
- 0000950123-25-005685 ↗ filed May 15, 2025
Holdings Value
Holdings 4 stocks · $1.0B
Portfolio Sells Q4 2024 → Q1 2025
| UDMY Udemy Inc. | Reduce -18.7% | 10.43% | −1.17 |
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $84.4M | SMWB, SKIL |
| Q1 2026 | 3 | $252.9M | RELY, SMWB, SKIL |
| Q4 2025 | 3 | $463.3M | RELY, SMWB, SKIL |
| Q3 2025 | 5 | $661.8M | RELY, SMWB, IONQ, SKIL, UDMY |
| Q2 2025 | 4 | $711.9M | RELY, UDMY, SMWB, SKIL |
| Q1 2025 | 4 | $1.0B | RELY, UDMY, SMWB, SKIL |
| Q4 2024 | 4 | $1.2B | RELY, SMWB, UDMY, SKIL |
| Q3 2024 | 4 | $773.6M | RELY, UDMY, SMWB, SKIL |
| Q2 2024 | 4 | $729.5M | RELY, UDMY, SMWB, SKIL |
| Q1 2024 | 4 | $1.1B | RELY, UDMY, SMWB, SKIL |