Super Investors / NASPERS LTD

NASPERS LTD

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (19 quarters reported)

$2.26B $84.4M

Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q2 26

$1.76B in Q4 2021 → $84.4M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
Similarweb Ltd	81.2%	Unchanged	11,173,265	$68.5M
Skillsoft Corp.	18.8%	Unchanged	3,063,085	$15.9M

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended June 30, 2026 · filed August 11, 2026

Company	Action	Shares changed	Value of change	% of portfolio
Remitly Global, Inc.	Exited	−13,441,745	−$211M	—

quarter ended March 31, 2026 · filed May 13, 2026

Company	Action	Shares changed	Value of change	% of portfolio
Remitly Global, Inc.	Trimmed	−12,000,000	−$188M	83.3%

quarter ended December 31, 2025 · filed February 17, 2026

Company	Action	Shares changed	Value of change	% of portfolio
Ionq, Inc	Exited	−1,233,585	−$75.9M	—
Udemy, Inc.	Exited	−3,916,240	−$27.5M	—

quarter ended September 30, 2025 · filed November 14, 2025

Company	Action	Shares changed	Value of change	% of portfolio
Ionq, Inc	New	+1,233,585	+$75.9M	11.5%
Udemy, Inc.	Trimmed	−10,004,600	−$70.1M	4.1%

quarter ended June 30, 2025 · filed August 12, 2025

Company	Action	Shares changed	Value of change	% of portfolio
Remitly Global, Inc.	Trimmed	−11,900,000	−$223M	67.1%

quarter ended March 31, 2025 · filed May 15, 2025

Company	Action	Shares changed	Value of change	% of portfolio
Udemy, Inc.	Trimmed	−3,200,000	−$24.8M	10.4%

quarter ended December 31, 2024 · filed February 12, 2025

No position changes this quarter.

quarter ended September 30, 2024 · filed November 14, 2024

No position changes this quarter.