$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GDS | GDS HLDGS LTDsponsored ads | $107,696,000 | -16.8% | 2,743,856 | 0.0% | 26.94% | +5.2% | |
NTES | NETEASE INCsponsored ads | $81,436,000 | -11.9% | 907,975 | 0.0% | 20.37% | +11.3% | |
KARO | KAROOOOO LTD | $827,000 | -27.3% | 27,900 | 0.0% | 0.21% | -8.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.