$400 Million is the total value of Cederberg Capital Ltd's 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 36.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GDS | GDS HLDGS LTDsponsored ads | $107,696 | -16.8% | 2,743,856 | 0.0% | 26.94% | +5.2% | |
| NTES | NETEASE INCsponsored ads | $81,436 | -11.9% | 907,975 | 0.0% | 20.37% | +11.3% | |
| PDD | New | PINDUODUO INCsponsored ads | $60,145 | – | 1,499,500 | +100.0% | 15.05% | – |
| JD | New | JD.COM INCspon adr cl a | $38,252 | – | 661,000 | +100.0% | 9.57% | – |
| IMAB | Sell | I MABsponsored ads | $35,978 | -67.3% | 2,215,385 | -4.6% | 9.00% | -58.7% |
| VNET | Sell | 21VIANET GROUP INCsponsored ads a | $27,000 | -44.4% | 4,631,264 | -13.9% | 6.76% | -29.7% |
| API | Sell | AGORA INCads | $21,792 | -43.1% | 2,192,394 | -7.3% | 5.45% | -28.1% |
| BILI | Sell | BILIBILI INCspons ads rep z | $17,679 | -58.7% | 691,125 | -25.0% | 4.42% | -47.8% |
| LX | Sell | LEXINFINTECH HLDGS LTDadr | $7,309 | -44.4% | 2,789,556 | -18.1% | 1.83% | -29.8% |
| SE | Sell | SEA LTDsponsord ads | $1,593 | -72.2% | 13,300 | -48.0% | 0.40% | -64.8% |
| KARO | KAROOOOO LTD | $827 | -27.3% | 27,900 | 0.0% | 0.21% | -8.0% | |
| TAL | Exit | TAL EDUCATION GROUPsponsored ads | $0 | – | -2,416,398 | -100.0% | -1.88% | – |
| EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -6,702,260 | -100.0% | -2.79% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- MR JOSEPH REYNOLDS — COO & CCO
- Cederberg Capital Ltd holdings (13F-HR)
- Cederberg Capital Ltd ownership history
- Cederberg Capital Ltd portfolio value
- Cederberg Capital Ltd filings
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