$1.7 Billion is the total value of Cederberg Capital Ltd's 18 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $691,806,000 | +173.5% | 2,353,242 | +100.7% | 36.13% | +15.5% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $292,436,000 | +107.1% | 3,573,712 | +101.6% | 15.27% | -12.5% |
| NTES | Buy | NETEASE INCsponsored ads | $260,886,000 | +111.3% | 573,790 | +99.5% | 13.62% | -10.8% |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $245,854,000 | +129.6% | 16,445,100 | +1900.0% | 12.84% | -3.0% |
| LX | Buy | LEXINFINTECH HLDGS LTDadr | $148,894,000 | +28.8% | 21,736,284 | +100.0% | 7.78% | -45.6% |
| HCM | New | HUTCHISON CHINA MEDITECH LTDsponsored adr | $109,820,000 | – | 3,400,000 | +100.0% | 5.74% | – |
| HTHT | Buy | HUAZHU GROUP LTDsponsored ads | $108,446,000 | +65.0% | 2,508,008 | +33.8% | 5.66% | -30.3% |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $49,782,000 | – | 654,694 | +100.0% | 2.60% | – |
| SE | Buy | SEA LTDsponsord ads | $6,962,000 | +153.6% | 45,200 | +76.6% | 0.36% | +7.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.