Naspers Ltd 13F annual report

Naspers Ltd is an investment fund managing more than $730 billion ran by Vasileios Sgourdos. There are currently 4 companies in Mr. Sgourdos’s portfolio. The largest investments include Remitly Global, Inc. and Udemy, Inc., together worth $600 billion.

$730 billion Assets Under Management (AUM)

As of 25th July 2024, Naspers Ltd’s top holding is 37,341,745 shares of Remitly Global, Inc. currently worth over $453 billion and making up 62.0% of the portfolio value. In addition, the fund holds 17,120,840 shares of Udemy, Inc. worth $148 billion. The third-largest holding is Similarweb worth $86.8 billion and the next is Skillsoft Corp. worth $42.4 billion, with 3,063,085 shares owned.

Currently, Naspers Ltd's portfolio is worth at least $730 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Naspers Ltd

The Naspers Ltd office and employees reside in South Africa, South Africa. According to the last 13-F report filed with the SEC, Vasileios Sgourdos serves as the Executive Director at Naspers Ltd.

Recent trades

Vasileios Sgourdos disclosed a decreased stake in Skillsoft Corp. by 1.0%. This leaves the value of the investment at $42.4 billion and 3,063,085 shares.

One of the average hedge funds

The two most similar investment funds to Naspers Ltd are Laird Norton Wetherby Trust and Red Cedar Investment Management. They manage $730 billion and $729 billion respectively.

Vasileios Sgourdos investment strategy

Naspers Ltd’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Communication Services — making up 11.9% of the total portfolio value. The fund focuses on investments in the Israel as 25.0% of the portfolio companies are based in the Israel.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $461 million.

The complete list of Naspers Ltd trades based on 13F SEC filings

These positions were updated on August 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Remitly Global, Inc.	No change 37,341,745	$452,581,949,000	62.04%
Udemy, Inc.	No change 17,120,840	$147,752,849,000	20.25%
Similarweb Ltd.	No change 11,173,265	$86,816,269,000	11.90%
Skillsoft Corp.	95.00% 3,063,085	$42,362,466,000	5.81%
No transactions found
Showing first 500 out of 4 holdings