LongNPNJun 2026
Naspers Limited
Merchant West initiated Naspers after significant share-price weakness driven by a derating in Tencent, its main investment. At the time of purchase, Tencent traded at only 13.5…
NPN
1 published idea on Naspers Limited across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Naspers Limited: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Merchant West initiated Naspers after significant share-price weakness driven by a derating in Tencent, its main investment. At the time of purchase, Tencent traded at only 13.5…