Cederberg Capital Ltd - Q3 2022 holdings

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$9.49 Billion is the total value of Cederberg Capital Ltd's 256906 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 14.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
PDD SellPINDUODUO INCsponsored ads$85,203,000
-20.3%
1,361,500
-21.3%
33.16%
+17.1%
NTES  NETEASE INCsponsored ads$68,643,000
-19.0%
907,9750.0%26.72%
+18.9%
GDS SellGDS HLDGS LTDsponsored ads$41,781,000
-54.4%
2,365,856
-13.8%
16.26%
-33.0%
JD BuyJD.COM INCspon adr cl a$40,089,000
-5.6%
797,000
+20.6%
15.60%
+38.7%
IMAB  I MABsponsored ads$8,884,000
-64.5%
2,215,3850.0%3.46%
-47.9%
BILI SellBILIBILI INCspons ads rep z$7,384,000
-58.3%
482,000
-30.3%
2.87%
-38.7%
API  AGORA INCads$4,922,000
-44.8%
1,355,9720.0%1.92%
-18.8%
VNET Exit21VIANET GROUP INCsponsored ads a$0–0
+100.0%
0.00%–
Original filings

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

  • View 13F-HR filed 2022-11-14
Signatures

The EDGAR filing(s) were signed by:

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.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (9485688000.0 != 256906000.0)
  • The reported number of holdings is incorrect (256906 != 7)

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