Cederberg Capital Ltd - Q4 2021 holdings

$505 Million is the total value of Cederberg Capital Ltd's 272141 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .

 Value Shares↓ Weighting
GDS BuyGDS HLDGS LTDsponsored ads$129,400,000
-16.3%
2,743,856
+0.5%
25.62%
+27.5%
IMAB  I MABsponsored ads$110,005,000
-34.6%
2,321,2700.0%21.78%
-0.4%
NTES  NETEASE INCsponsored ads$92,414,000
+19.2%
907,9750.0%18.30%
+81.6%
VNET Sell21VIANET GROUP INCsponsored ads a$48,544,000
-65.1%
5,375,850
-33.1%
9.61%
-46.8%
BILI SellBILIBILI INCspons ads rep z$42,758,000
-41.9%
921,500
-17.2%
8.47%
-11.5%
API  AGORA INCads$38,323,000
-44.1%
2,364,1760.0%7.59%
-14.9%
EDU SellNEW ORIENTAL ED & TECHNOLOGYspon adr$14,075,000
-15.5%
6,702,260
-17.5%
2.79%
+28.8%
LX SellLEXINFINTECH HLDGS LTDadr$13,152,000
-71.7%
3,407,335
-56.8%
2.60%
-56.8%
TAL  TAL EDUCATION GROUPsponsored ads$9,496,000
-18.8%
2,416,3980.0%1.88%
+23.7%
SE SellSEA LTDsponsord ads$5,727,000
-52.7%
25,600
-32.6%
1.13%
-28.0%
KARO  KAROOOOO LTD$1,138,000
+38.1%
27,9000.0%0.22%
+110.3%
Original filings

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

  • View 13F-HR filed 2022-02-14
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.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (272141 != 11)

Export Cederberg Capital Ltd's holdings