☆NASPERS LTD
Quality Q
0.000
AUM ($M)
84
Positions
2
Turnover
0.83
Top-10 wt
100%
Herfindahl
0.695
History (qtrs)
6
Excess Return
+79.9%
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Holdings · 3 positions · portfolio value $84M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SMWB funds › | Similarweb Ltd | HOLD | — | 81.2% | +69.7% | 68.5 | 11,173,265 | +0 | 0 | — |
| ☆CUSIP:83066P200 funds › | Skillsoft Corp. | HOLD | — | 18.8% | +13.6% | 15.9 | 3,063,085 | +0 | 0 | — |
| ☆RELY funds › | Remitly Global, Inc. | EXIT | Common Stock | 0.0% | -83.3% | 0.0 | 0 | -13,441,745 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 84 | 2 | 0.83 | 100% | 0.695 | 0.000 | — | left |
| 2026Q1 | 253 | 3 | 0.07 | 100% | 0.709 | 0.857 | — | in |
| 2025Q4 | 463 | 3 | 0.16 | 100% | 0.611 | 0.789 | — | in |
| 2025Q3 | 662 | 5 | 0.15 | 100% | 0.436 | 0.838 | — | in |
| 2025Q2 | 712 | 4 | 0.08 | 100% | 0.489 | 0.920 | — | entered |
| 2025Q1 | 1,036 | 4 | 0.00 | 100% | 0.584 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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