Cederberg Capital Ltd - Q4 2019 holdings

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$712 Million is the total value of Cederberg Capital Ltd's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 14.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$250,856,000
+34.3%
1,182,726
+5.9%
35.22%
-6.1%
EDU BuyNEW ORIENTAL ED & TECHNOLOGYspon adr$98,780,000
+20.6%
814,680
+10.1%
13.87%
-15.7%
HTHT BuyHUAZHU GROUP LTDsponsored ads$82,705,000
+69.3%
2,064,004
+39.5%
11.61%
+18.4%
NTES BuyNETEASE INCsponsored ads$81,733,000
+28.1%
266,545
+11.2%
11.48%
-10.4%
NOAH BuyNOAH HLDGS LTDspon ads cl a$72,574,000
+24.8%
2,051,839
+3.0%
10.19%
-12.8%
JD BuyJD.COM INCspon adr cl a$72,063,000
+25.3%
2,045,498
+0.3%
10.12%
-12.4%
LX NewLEXINFINTECH HLDGS LTDadr$52,126,000–3,752,756
+100.0%
7.32%–
SE BuySEA LTDsponsord ads$1,416,000
+72.7%
35,200
+32.8%
0.20%
+20.6%
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 (712252000.0 != 712253000.0)

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