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NASPERS LTD
NASPERS LTD is an institution, managing $661.8M across 5 long positions as of Q3 2025 with 74% Technology concentration, with only 5 positions, 63% allocation to RELY, and 74% technology allocation.
- Portfolio Value
- $661.8M
- Positions
- 5
- Top Holding
- RELY at 62.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NASPERS LTD's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $414.7M | 62.66% | — | 12.34% 25.4M shares | |
Internet Content & Information Communication Services | $103.9M | 15.70% | — | 13.17% 11.2M shares | |
Computer Hardware Technology | $75.9M | 11.46% | +$75.9M New | 0.38% 1.2M shares | |
Education & Training Services Consumer Defensive | $39.9M | 6.03% | — | 35.17% 3.1M shares | |
Education & Training Services Consumer Defensive | $27.5M | 4.15% | -$70.1M Sold | 2.60% 3.9M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NASPERS LTD's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-71.87% |
Analytics
Portfolio insights and performance metrics for NASPERS LTD
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