$314 Million is the total value of Cederberg Capital Ltd's 6 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $118,986,000 | +51.7% | 652,156 | +14.0% | 37.91% | +10.0% |
| NOAH | Buy | NOAH HLDGS LTDspon ads cl a | $61,332,000 | +16.5% | 1,265,619 | +4.1% | 19.54% | -15.5% |
| JD | JD.COM INCspon adr cl a | $49,904,000 | +44.1% | 1,655,198 | 0.0% | 15.90% | +4.5% | |
| YY | Buy | JOYY INC | $35,419,000 | +49.2% | 421,605 | +6.3% | 11.29% | +8.2% |
| NTES | Buy | NETEASE INCsponsored ads | $30,809,000 | +11.3% | 127,600 | +8.5% | 9.82% | -19.3% |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $17,387,000 | +94.6% | 193,000 | +18.4% | 5.54% | +41.1% |
| TAL | Exit | TAL EDUCATION GROUPsponsored ads | $0 | – | -55,771 | -100.0% | -0.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
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.