Naspers Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Naspers Ltd. reported 3 stock positions worth $252.9 million. Its top holding was Remitly Global (RELY) at 83.3% of the portfolio, followed by Similarweb (SMWB, 11.5%) and Skillsoft (SKIL, 5.2%). Compared with Q4 2025, it reduced 1. The biggest sale was Remitly Global (RELY, shares −47%).

Most Recent 13F
Q2 2026
Location
CAPETOWN, T3
CIK
0001106051
Portfolio Value
$252.9M (Q1 2026)
SEC Filing
0001193125-26-221503 ↗ filed May 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $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 $252.9M Q1 2026 Q2 2026: $84.4M Q2 2026

Holdings 3 stocks · $252.9M
RELY Remitly Global Inc. 83.28% 13,441,745 $210.6M Reduce -47.2%
SMWB Similarweb Ltd. 11.53% 11,173,265 $29.2M No change
SKIL Skillsoft Corp. 5.20% 3,063,085 $13.1M No change

Portfolio Sells Q4 2025 → Q1 2026
RELY Remitly Global Inc. Reduce -47.2% 83.28% +7.49

Portfolio Buys Q4 2025 → Q1 2026
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