$294 Thousand is the total value of Cederberg Capital Ltd's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | PINDUODUO INCsponsored ads | $103,338 | -6.9% | 1,361,500 | 0.0% | 35.12% | -4.8% | |
| NTES | NETEASE INCsponsored ads | $80,301 | +21.8% | 907,975 | 0.0% | 27.29% | +24.6% | |
| JD | Buy | JD.COM INCspon adr cl a | $59,625 | +1.2% | 1,358,500 | +29.4% | 20.27% | +3.5% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $39,615 | -10.7% | 2,123,005 | -1.4% | 13.46% | -8.7% |
| BILI | BILIBILI INCspons ads rep z | $11,327 | -0.8% | 482,000 | 0.0% | 3.85% | +1.5% | |
| IMAB | Exit | I MABsponsored ads | $0 | – | -2,215,385 | -100.0% | -3.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.