Position
NASPERS LTD in Remitly Global, Inc.
Back to the book · All holders of RELY
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $25.1M$13.80 → $15.67
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 25.4M | $351.1M | — | — | — | 75.8% |
| Q1 2026 | 13.4M | $210.6M | $15.67 | $25.1M | −$165.6M | 83.3% |