NASPERS LTD — Q2 2025 13F-HR

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Q2 2025 · 13F-HR

NASPERS LTDholdings as filed

Filed 2025-08-12 · accession 0000950123-25-007655

$711.9M

Reported value

Positions

2025-06-30

Period end

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The Brief · NASPERS LTD · Q2 2025

AI · grounded in 13F

NASPERS LTD established a new position in Remitly Global, Inc. RELY valued at $477.5M. The fund also added new holdings in Udemy, Inc. 7WH for $97.9M and Similarweb Ltd SMWB for $87.6M. A final new position was opened in Skillsoft Corp. CCXUSD totaling $48.9M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
75960P104	RELY	Remitly Global, Inc.	$477.5M	67.1%	25,441,745	Common	SHARED
902685106	7WH	Udemy, Inc.	$97.9M	13.7%	13,920,840	Common	SHARED
M84137104	SMWB	Similarweb Ltd	$87.6M	12.3%	11,173,265	Common	SHARED
83066P200	SKIL	Skillsoft Corp.	$48.9M	6.87%	3,063,085	Common	SHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.