21 is the total number of securities Cederberg Capital Ltd has owned. The longest Cederberg Capital Ltd has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NTES | NETEASE INC | 20 | 20 | 4.54% | 16.82% | 38.29% | Q4 2018 | Q3 2023 | 20 |
| EDU | NEW ORIENTAL ED & TECH... | 13 | 13 | 2.16% | 13.28% | 62.97% | Q4 2018 | Q4 2021 | 13 |
| GDS | GDS HLDGS LTD | 12 | 12 | 7.50% | 17.74% | 26.94% | Q2 2020 | Q1 2023 | 12 |
| JD | JD.COM INC | 7 | 5 | 9.57% | 14.42% | 20.27% | Q4 2018 | Q3 2023 | 12 |
| SE | SEA LTD | 12 | 12 | 0.14% | 0.59% | 1.57% | Q2 2019 | Q1 2022 | 12 |
| BABA | ALIBABA GROUP HLDG LTD | 10 | 10 | 9.20% | 31.79% | 39.76% | Q4 2018 | Q1 2021 | 10 |
| LX | LEXINFINTECH HLDGS LTD | 10 | 10 | 1.83% | 7.06% | 14.30% | Q4 2019 | Q1 2022 | 10 |
| BILI | BILIBILI INC | 10 | 10 | 2.87% | 6.45% | 11.71% | Q4 2020 | Q1 2023 | 10 |
| IMAB | I MAB | 9 | 9 | 3.08% | 10.22% | 21.87% | Q4 2020 | Q4 2022 | 9 |
| API | AGORA INC | 8 | 8 | 1.50% | 5.63% | 8.91% | Q4 2020 | Q3 2022 | 8 |
| PDD | PINDUODUO INC | 7 | 7 | 15.05% | 32.60% | 41.06% | Q1 2022 | Q3 2023 | 7 |
| TAL | TAL EDUCATION GROUP | 6 | 1 | 0.65% | 2.22% | 5.48% | Q4 2018 | Q4 2021 | 7 |
| NOAH | NOAH HLDGS LTD | 6 | 6 | 7.81% | 14.78% | 23.14% | Q4 2018 | Q1 2020 | 6 |
| VNET | 21VIANET GROUP INC | 6 | 6 | 0.00% | 11.26% | 18.07% | Q1 2021 | Q2 2022 | 6 |
| HTHT | HUAZHU GROUP LTD | 5 | 5 | 5.66% | 8.88% | 11.61% | Q3 2019 | Q3 2020 | 5 |
| KARO | KAROOOOO LTD | 4 | 4 | 0.09% | 0.16% | 0.22% | Q2 2021 | Q1 2022 | 4 |
| YY | JOYY INC | 3 | 3 | 9.78% | 10.50% | 11.29% | Q4 2018 | Q2 2019 | 3 |
| HCM | HUTCHISON CHINA MEDITE... | 2 | 2 | 2.00% | 3.87% | 5.74% | Q3 2020 | Q4 2020 | 2 |
| NU HLDGS LTD | 2 | 2 | 0.25% | 0.34% | 0.42% | Q2 2023 | Q3 2023 | 2 | |
| NEW ORIENTAL ED & TECH... | 1 | 1 | 22.84% | 22.84% | 22.84% | Q3 2023 | Q3 2023 | 1 | |
| PBRA | PETROLEO BRASILEIRO SA... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including NETEASE INC, NEW ORIENTAL ED & TECHNOLOGY, and GDS HLDGS LTD, are the highest-conviction holdings of Cederberg Capital Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Cederberg Capital Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Cederberg Capital Ltd owns currently or has owned in the past.