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VNV Global Q2/23: The road towards a more mature portfolio continues - SEB

Company assessed NAV comes in at USD 725m, up by 4% in dollar terms q/q (Q1/23: USD 697m) while the reported NAV per share is at SEK 59.8 (SEB estimated NAV per share SEK 43). Changes in NAV q/q is mainly from the investment in largest portfolio holding BlaBlaCar, which continues as the largest holding at USD 276m. Ownership is increased to 13.7% in Q2/23 (Q1/23: 10.5%).

Company assessed NAV comes in at USD 725m, up by 4% in dollar terms q/q (Q1/23: USD 697m) while the reported NAV per share is at SEK 59.8 (SEB estimated NAV per share SEK 43). Changes in NAV q/q is mainly from the investment in largest portfolio holding BlaBlaCar, which continues as the largest holding at USD 276m. Ownership is increased to 13.7% in Q2/23 (Q1/23: 10.5%).
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