Investor
NASPERS LTD
CIK 0001106051 · filed 2026-05-13 · SEC filing
13F book
$252.9M
Positions
3
Largest name
83.3%
Remitly Global, Inc. · RELY
Est. mark
−$44.7M
Price effect on 3 names still held. Flow −$165.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Remitly Global, Inc. | RELY | 13.4M | $210.6M | 83.3% | $25.1M | Cut−$140.5M |
| Similarweb Ltd. | SMWB | 11.2M | $29.2M | 11.5% | −$54.5M | Held |
| Skillsoft Corp. | SKIL | 3.06M | $13.1M | 5.2% | −$15.3M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.