All companies
Naspers logo

What smart money is saying about NaspersSouth Africa flag

NPN.JO · Communication Services · Internet Content & Information

1 fund in our archive has pitched Naspers — most recently Horos AM in December 2025.

Company profile

Naspers Limited operates in the consumer internet industry worldwide. It operates through Classifieds, Food Delivery, Payments and Fintech, Etail, Edtech, and Other Ecommerce segments. It holds investments in classifieds, food delivery, payments and fintech, education, health, and ecommerce, as well as ventures, and social and internet platforms; and offers eMAG platform for online food and grocery delivery network. The company also prints, publishes, and distributes newspapers, magazines, and books through digital platforms, as well as provides media logistics. Naspers Limited was founded in 1915 and is headquartered in Cape Town, South Africa.

Fund coverage · 1 thesis

  • Horos AM
    December 2025

    Naspers is a South African tech holding with significant Tencent exposure where discount-to-NAV and improved capital allocation create compelling value.

    Read the full thesis

Read every full thesis on Naspers

Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans