Generalist · Capetown, South Africa
Naspers
Q2 2025 · compared with Q1 2025
Filed as Naspers LTD
- Software
- $565M
- Weight of 13F
- 79.4%
- Names
- 2
- Net bought
- −$248M
Filed 12 August 2025 · SEC filing.
4 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20261 name$68.5M−$211M
- Q1 20262 names$240M−$166M
- Q4 20252 names$435MFlat
- Q3 20252 names$519MFlat
- Q2 20252 names$565M−$248M
- Q1 20252 names$869MFlat
- Q4 20242 names$1.0BFlat
- Q3 20242 names$599MFlat
- Q2 20242 names$539MFlat
- Q1 20242 names$875MFlat
- Q4 20232 names$785MFlat
- Q3 20232 names$1.0BFlat
- Q2 20232 names$776MFlat
- Q1 20232 names$708MFlat
- Q4 20222 names$499MFlat
- Q3 20222 names$481MFlat
- Q2 20222 names$378MFlat
- Q1 20222 names$513MFlat
- Q4 20212 names$970M—
What moved the book
The five software lines with the largest share change this quarter.