$229 Thousand is the total value of Cederberg Capital Ltd's 4 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 60.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PDD | PINDUODUO INCsponsored ads | $94,134 | -8.9% | 1,361,500 | 0.0% | 41.06% | +16.9% | |
NTES | NETEASE INCsponsored ads | $87,792 | +9.3% | 907,975 | 0.0% | 38.29% | +40.3% | |
JD | JD.COM INCspon adr cl a | $46,366 | -22.2% | 1,358,500 | 0.0% | 20.22% | -0.2% | |
New | NU HLDGS LTD | $973 | – | 123,300 | +100.0% | 0.42% | – | |
BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -482,000 | -100.0% | -3.85% | – |
GDS | Exit | GDS HLDGS LTDsponsored ads | $0 | – | -2,123,005 | -100.0% | -13.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.