
What smart money is saying about Prosus NV
2 funds in our archive have pitched Prosus NV — most recently Alphyn Capital Management in September 2025.
Prosus N.V. operates broadly across the e-commerce and internet sectors, overseeing a diverse portfolio of online platforms. These encompass services such as classified advertisements, financial technology and payment solutions (fintech), food delivery, travel, educational technology (edtech), e-tailing, health-related offerings, venture investments, and social media, among others. The company boasts a significant global presence, with operations spanning Latin and North America, the Middle East, Africa, Europe, and Asia, in addition to other international markets. Founded in 1994 as Myriad International Holdings N.V., the firm rebranded to Prosus N.V. in August 2019. Headquartered in Amsterdam, the Netherlands, it functions as a subsidiary of Naspers Limited.
Fund coverage · 2 theses
- Alphyn Capital ManagementSeptember 2025
Prosus NV is transitioning into a global technology operator with a focus on building a leading lifestyle eCommerce company, achieving positive free cash flow and outlining a clear path for substantial earnings growth independent of its major holding, Tencent.
Read the full thesis - Alphyn Capital ManagementDecember 2024
Prosus NV is poised for long-term growth driven by its ambitious e-commerce strategy and continued profitability, despite vulnerabilities linked to Tencent and broader market sentiment surrounding China.
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