$357 Thousand is the total value of Cederberg Capital Ltd's 6 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | Buy | PINDUODUO INCsponsored ads | $137,661 | +46.2% | 1,403,700 | +3.1% | 38.56% | -6.1% |
| NTES | Buy | NETEASE INCsponsored ads | $93,787 | +6.8% | 936,375 | +3.1% | 26.27% | -31.4% |
| New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $81,543 | – | 1,392,700 | +100.0% | 22.84% | – | |
| JD | Buy | JD.COM INCspon adr cl a | $41,737 | -10.0% | 1,432,800 | +5.5% | 11.69% | -42.2% |
| PBRA | New | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $1,412 | – | 103,000 | +100.0% | 0.40% | – |
| NU HLDGS LTD | $894 | -8.1% | 123,300 | 0.0% | 0.25% | -41.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NETEASE INC | 20 | Q3 2023 | 38.3% |
| NEW ORIENTAL ED & TECHNOLOGY | 13 | Q4 2021 | 63.0% |
| GDS HLDGS LTD | 12 | Q1 2023 | 26.9% |
| JD.COM INC | 12 | Q3 2023 | 20.3% |
| SEA LTD | 12 | Q1 2022 | 1.6% |
| ALIBABA GROUP HLDG LTD | 10 | Q1 2021 | 39.8% |
| LEXINFINTECH HLDGS LTD | 10 | Q1 2022 | 14.3% |
| BILIBILI INC | 10 | Q1 2023 | 11.7% |
| I MAB | 9 | Q4 2022 | 21.9% |
| AGORA INC | 8 | Q3 2022 | 8.9% |
View Cederberg Capital Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Cederberg Capital Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.