Naspers Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Naspers Ltd. reported 4 stock positions worth $711.9 million. Its top holding was Remitly Global (RELY) at 67.1% of the portfolio, followed by Udemy (UDMY, 13.7%) and Similarweb (SMWB, 12.3%). Compared with Q1 2025, it reduced 1. The biggest sale was Remitly Global (RELY, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- CAPETOWN, T3
- CIK
- 0001106051
- Portfolio Value
- $711.9M (Q2 2025)
- SEC Filing
- 0000950123-25-007655 ↗ filed Aug 12, 2025
Holdings Value
Holdings 4 stocks · $711.9M
Portfolio Sells Q1 2025 → Q2 2025
| RELY Remitly Global Inc. | Reduce -31.9% | 67.08% | −7.89 |
Portfolio Buys Q1 2025 → Q2 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 |