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Naspers LTD

CIK:0001106051
Asset Manager
$40B AUM
4 holdings
Cape Town, South Africa
Founded:1915
29,000 employees
Latest filing:Jun 30, 2025

Naspers Ltd is a publicly listed global investment group headquartered in Cape Town, South Africa, focused primarily on the consumer internet sector. Founded in 1915, Naspers invests in internet technology businesses across the globe, having grown substantially after its early stake in Tencent. The company operates through investments, mergers, and the creation of subsidiaries such as Prosus. Naspers employs over 29,000 people worldwide and serves consumers, partners, and entrepreneurs, with a particular focus on emerging markets and innovative business models.

Investment Strategy

Naspers pursues investments in high-growth consumer internet businesses, with a history of supporting disruptive technology companies in sectors like e-commerce, food delivery, fintech, classifieds, and education. The company leverages its scale and local market expertise to identify opportunities that have the potential to reshape industries and deliver significant stakeholder value. Naspers actively backs innovative models, supports portfolio companies' growth, and unlocks deals in regions underrepresented in global tech investing, particularly emerging markets.

Top Buys
R
RELYRemitly Global, Inc.
-$299.2M
U
UDMYUdemy, Inc.
-$10.2M
S
SMWBSimilarweb Ltd
-$4.8M
Top Sells
R
RELYRemitly Global, Inc.
-$299.2M
U
UDMYUdemy, Inc.
-$10.2M
S
SMWBSimilarweb Ltd
-$4.8M

Top Holdings

R
RELYRemitly Global, Inc.
+67.1%$477.5M
U
UDMYUdemy, Inc.
+13.7%$97.9M
S
SMWBSimilarweb Ltd
+12.3%$87.6M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
R
RELY
Remitly Global, Inc.67.08%$477.5M25,441,745$20.62$18.77-$299.2M
U
UDMY
Udemy, Inc.13.75%$97.9M13,920,840$19.54$7.03-$10.2M
S
SMWB
Similarweb Ltd12.30%$87.6M11,173,265$17.91$7.84-$4.8M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+67.1%
SERVICES-EDUCATIONAL SERVICES
+13.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+12.3%