Cederberg Capital Ltd - Q2 2019 holdings

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$392 Million is the total value of Cederberg Capital Ltd's 7 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 16.7% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$155,497,000
+30.7%
917,656
+40.7%
39.70%
+4.7%
NOAH BuyNOAH HLDGS LTDspon ads cl a$63,873,000
+4.1%
1,501,122
+18.6%
16.31%
-16.6%
JD SellJD.COM INCspon adr cl a$47,092,000
-5.6%
1,554,698
-6.1%
12.02%
-24.4%
EDU BuyNEW ORIENTAL ED & TECHNOLOGYspon adr$44,234,000
+154.4%
458,000
+137.3%
11.29%
+103.8%
NTES BuyNETEASE INCsponsored ads$42,151,000
+36.8%
164,800
+29.2%
10.76%
+9.6%
YY BuyJOYY INC$38,302,000
+8.1%
549,605
+30.4%
9.78%
-13.4%
SE NewSEA LTDsponsord ads$548,000–16,500
+100.0%
0.14%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
NETEASE INC20Q3 202338.3%
NEW ORIENTAL ED & TECHNOLOGY13Q4 202163.0%
GDS HLDGS LTD12Q1 202326.9%
JD.COM INC12Q3 202320.3%
SEA LTD12Q1 20221.6%
ALIBABA GROUP HLDG LTD10Q1 202139.8%
LEXINFINTECH HLDGS LTD10Q1 202214.3%
BILIBILI INC10Q1 202311.7%
I MAB9Q4 202221.9%
AGORA INC8Q3 20228.9%

View Cederberg Capital Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Cederberg Capital Ltd's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (391696000.0 != 391697000.0)

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