Naspers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SMWB",
  "RELY",
  "UDMY",
  null
]

13F-HR • 2025-03-31

Data Enrichment

75% identified

3 identified1 unidentified

Holdings

Manager:

4 positions • $1.0B total value

Manager:

Search and click to pin securities to the top

Sort by:

Remitly Global, Inc.

Shares:37.3M

Value:$776.7M

% of Portfolio:75.0% ($776.7M/$1.0B)

Udemy, Inc.

Shares:13.9M

Value:$108.0M

% of Portfolio:10.4% ($108.0M/$1.0B)

SIMILARWEB LTD.

Shares:11.2M

Value:$92.4M

% of Portfolio:8.9% ($92.4M/$1.0B)

83066P200

Shares:3.1M

Value:$58.9M

% of Portfolio:5.7% ($58.9M/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Remitly Global, Inc.(RELYcusip75960P104)	37.3M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$776.7M	75.0% ($776.7M/$1.0B)	QoQ -7.84% (-$66.1M) YoY +0.28% (+$2.2M)
Udemy, Inc.(UDMYcusip902685106)	13.9M	QoQ -18.69% (-3.2M) YoY -18.69% (-3.2M)	All Managers (Combined)	$108.0M	10.4% ($108.0M/$1.0B)	QoQ -23.33% (-$32.9M) YoY -42.53% (-$80.0M)
SIMILARWEB LTD.(SMWBcusipM84137104)	11.2M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$92.4M	8.9% ($92.4M/$1.0B)	QoQ -41.63% (-$65.9M) YoY -8.11% (-$8.2M)
(cusip83066P200)✕	3.1M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$58.9M	5.7% ($58.9M/$1.0B)	QoQ -19.69% (-$14.5M) YoY +113.77% (+$31.4M)