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NASPERS LTD

Q4 2025 · Filed 2026-02-17
Market Value
$463M
-30.0%
Holdings
5
New Purchases
0
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RELY 75.79% 62.66% +13.12% $351M
SMWB 18.06% 15.70% +2.36% $84M
SKIL 6.15% 6.03% +0.12% $28M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IONQ 0.00% 11.46% -11.46% $0
UDMY 0.00% 4.15% -4.15% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 1 $351M 75.8%
Small Cap 2 $84M 18.1%
Micro Cap 1 $28M 6.1%

Portfolio Analytics

Avg Market Cap
$5.9B
Median Market Cap
$677M
Avg P/E
62.8
Median P/E
62.8
Avg Dividend Yield
—%
Avg Beta
1.68
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RELY 75.79% 25,441,745 $351M $13.80 -$64M
2 SMWB 18.06% 11,173,265 $84M $7.49 -$20M
3 SKIL 6.15% 3,063,085 $28M $9.30 -$11M
4 IONQ —% -$76M -1,233,585 -100.0% SOLD
5 UDMY —% -$27M -3,916,240 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IONQ —%
UDMY —%
View SEC EDGAR Filings for NASPERS LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms