$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| VNET | Sell | 21VIANET GROUP INCsponsored ads a | $48,544,000 | -65.1% | 5,375,850 | -33.1% | 9.61% | -46.8% |
| BILI | Sell | BILIBILI INCspons ads rep z | $42,758,000 | -41.9% | 921,500 | -17.2% | 8.47% | -11.5% |
| EDU | Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $14,075,000 | -15.5% | 6,702,260 | -17.5% | 2.79% | +28.8% |
| LX | Sell | LEXINFINTECH HLDGS LTDadr | $13,152,000 | -71.7% | 3,407,335 | -56.8% | 2.60% | -56.8% |
| SE | Sell | SEA LTDsponsord ads | $5,727,000 | -52.7% | 25,600 | -32.6% | 1.13% | -28.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.