NASPERS LTD
•CIK: 1106051•Filing: Q4 2025
**NASPERS LTD** manages $463M across a concentrated portfolio of three key positions. The fund exhibits a significant overweighting in **RELY**, representing $351.1M of its total assets. Further allocations include **MRX** at $83.7M and **CCXUSD** at $28.5M. This structure suggests a highly focused, conviction-driven investment mandate within its current holdings.
Total AUM
$463.3M
QoQ Performance
-30.0%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
RELY
Simi
CCXUSD
RELY75.8%
Similarweb18.1%
CCXUSD6.1%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023