Cederberg Capital Ltd - Q3 2019 holdings

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$498 Million is the total value of Cederberg Capital Ltd's 7 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 28.6% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$186,805,000
+20.1%
1,117,056
+21.7%
37.52%
-5.5%
EDU BuyNEW ORIENTAL ED & TECHNOLOGYspon adr$81,940,000
+85.2%
739,800
+61.5%
16.46%
+45.7%
NTES BuyNETEASE INCsponsored ads$63,803,000
+51.4%
239,700
+45.4%
12.81%
+19.1%
NOAH BuyNOAH HLDGS LTDspon ads cl a$58,167,000
-8.9%
1,992,022
+32.7%
11.68%
-28.4%
JD BuyJD.COM INCspon adr cl a$57,534,000
+22.2%
2,039,498
+31.2%
11.56%
-3.9%
HTHT NewHUAZHU GROUP LTDsponsored ads$48,853,000–1,479,504
+100.0%
9.81%–
SE BuySEA LTDsponsord ads$820,000
+49.6%
26,500
+60.6%
0.16%
+17.9%
YY ExitJOYY INC$0–-549,605
-100.0%
-9.78%–
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 (497924000.0 != 497922000.0)

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