NASPERS LTD
Q3 2023 Form 13-F

SOUTH AFRICA
CIK 0001106051 · Institutional investment manager
$2.3B Reported Value Total
Reported value
$2.3B
Quarter over quarter
+18.9%
Holdings
4
Top-10 concentration
100.0%

Filing Structure

Reports holdings for

  • Prosus N V · File #028-24496 · Q4 2024 – Q1 2025 · declared by one filing
  • PROSUS N.V. (not a 13F filer in our records) · Q4 2021 – Q3 2024 · declared by one filing

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Nicolaas Jacobus Marais
CFO and Financial Director

Filing Navigation

13F Metrics

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Q3 2023 13F record

Q3 2023 13F filing summary

Q3 2023 Form 13F portfolio summary
Period of report September 30, 2023
Filed November 07, 2023
Form 13F-HR
Reported value $2.3B
Positions 4
Change in reported value +118.4%
New positions 0
Exited positions 0
Position turnover 0.0%
Top-10 concentration 100.0%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 11, 2026
2 $84.4M
Q1 2026 13F
Filed May 13, 2026
3 $252.9M
Q4 2025 13F
Filed Feb 17, 2026
3 $463.3M
Q3 2025 13F
Filed Nov 14, 2025
5 $661.8M
Q2 2025 13F
Filed Aug 12, 2025
4 $711.9M
Q1 2025 13F
Filed May 15, 2025
4 $1.0B
Q4 2024 13F
Filed Feb 12, 2025
4 $1.2B
Q3 2024 13F
Filed Nov 14, 2024
4 $773.6M
Q2 2024 13F
Filed Aug 1, 2024
4 $729.5M
Q1 2024 13F
Filed May 7, 2024
4 $1.1B
Q4 2023 13F
Filed Feb 9, 2024
4 $898.1M
Q3 2023 13F
Filed Nov 7, 2023
4 $2.3B
Q2 2023 13F
Filed Aug 9, 2023
4 $1.0B
Q1 2023 13F
Filed May 11, 2023
4 $982.2M
Q4 2022 13F
Filed Feb 8, 2023
4 $759.7M
Q3 2022 13F
Filed Nov 14, 2022
4 $799.8M
Q2 2022 13F
Filed Aug 12, 2022
4 $768.6M
Q1 2022 13F
Filed May 11, 2022
4 $1.0B
Q4 2021 13F
Filed Feb 11, 2022
4 $1.8B

Top 4 holdings · Q3 2023

Largest Q3 2023 13F positions by reported value
# Holding Reported value % of portfolio
1 SKIL Skillsoft Corp. $1.1B 47.98%
2 RELY Remitly Global, Inc. $941.8M 41.63%
3 UDMY Udemy, Inc. $162.6M 7.19%
4 SMWB Similarweb Ltd $72.4M 3.2%

Values as reported on the Q3 2023 Form 13F. Every position is in the holdings table below.

Filing Details

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Beneficial Ownership (Schedule 13D/13G)

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