$2.2 Billion is the total value of Cederberg Capital Ltd's 22 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $3,427,284,000 | +1294.0% | 18,445,100 | +12.2% | 62.97% | +390.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $500,906,000 | -27.6% | 2,152,302 | -8.5% | 9.20% | -74.5% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $408,244,000 | +39.6% | 4,359,712 | +22.0% | 7.50% | -50.9% |
| BILI | New | BILIBILI INCspons ads rep z | $258,874,000 | – | 3,020,000 | +100.0% | 4.76% | – |
| NTES | Buy | NETEASE INCsponsored ads | $246,986,000 | -5.3% | 2,578,950 | +349.5% | 4.54% | -66.7% |
| IMAB | New | I MABsponsored ads | $167,738,000 | – | 3,557,540 | +100.0% | 3.08% | – |
| LX | Sell | LEXINFINTECH HLDGS LTDadr | $133,748,000 | -10.2% | 19,962,332 | -8.2% | 2.46% | -68.4% |
| HCM | HUTCHISON CHINA MEDITECH LTDsponsored adr | $108,868,000 | -0.9% | 3,400,000 | 0.0% | 2.00% | -65.1% | |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $89,724,000 | +80.2% | 1,254,694 | +91.6% | 1.65% | -36.6% |
| API | New | AGORA INCads | $81,726,000 | – | 2,065,884 | +100.0% | 1.50% | – |
| SE | Buy | SEA LTDsponsord ads | $18,950,000 | +172.2% | 95,200 | +110.6% | 0.35% | -4.4% |
| HTHT | Exit | HUAZHU GROUP LTDsponsored ads | $0 | – | -2,508,008 | -100.0% | -5.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.