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Cederberg Capital Ltd13F | |
| Cederberg Capital Ltd | |
| Last update 2025-05-15 | 8 Stocks (2 new) |
| Value $259.00 Mil | Turnover 11 % |
Cederberg Capital Ltd Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NTES | NetEase Inc | 644,975 | 66,380.0 | -6.86% | 25.640 | -1.44% | 0.100 | +29.40% | +55.46% | 86,305.2 | Interactive Media | |
PDD | PDD Holdings Inc | 528,700 | 62,570.0 | -6.97% | 24.170 | -1.30% | 0.040 | +14.47% | +21.88% | 167,816.8 | Retail - Cyclical | |
EDU |
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
| 948,900 | 45,370.0 | -12.79% | 17.530 | -3.03% | 0.580 | -1.30% | -29.07% | 7,527.2 | Education | |
FUTU | Futu Holdings Ltd | 291,305 | 29,820.0 | -17.69% | 11.520 | -1.70% | 0.210 | +77.72% | +108.60% | 23,231.9 | Capital Markets | |
YMM | Full Truck Alliance Co Ltd | 1,984,500 | 25,340.0 | New Holding | 9.790 | +9.79% | 0.190 | +5.06% | +10.29% | 12,372.9 | Software | |
HTHT | H World Group Ltd | 643,500 | 23,820.0 | -5.58% | 9.200 | -0.43% | 0.210 | -1.68% | +6.13% | 10,420.6 | Travel & Leisure | |
NU | Nu Holdings Ltd | 350,600 | 3,590.0 | +75.30% | 1.390 | +0.60% | 0.010 | +8.51% | +23.07% | 61,511.2 | Banks | |
SE | Sea Ltd | 15,100 | 1,970.0 | New Holding | 0.760 | +0.76% | 0.000 | +27.08% | +48.79% | 93,462.2 | Retail - Cyclical | |
BEKE | KE Holdings Inc | 0 | 0 | Sold Out | 0.000 | -14.95% | 0.000 | -10.55% | +9.47% | 23,455.9 | Real Estate | |
BZ | Kanzhun Ltd | 0 | 0 | Sold Out | 0.000 | -3.72% | 0.000 | +37.67% | +45.65% | 9,249.0 | Interactive Media |
Cederberg Capital Ltd's Historical Top Holdings Breakdowns
Cederberg Capital Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BEKE | KE Holdings Inc | 2025-03-31 | Sold Out Sold Out | -14.95% | 16.38 ($19.81) 25.09 | $19.75 | -0.30% | Sold Out | 0 | -2,390,900 | |
YMM | Full Truck Alliance Co Ltd | 2025-03-31 | New Buy New Buy | +9.79% | 10.41 ($12.05) 13.69 | $11.83 | -1.83% | New holding | 1,984,500 | 1,984,500 | |
BZ | Kanzhun Ltd | 2025-03-31 | Sold Out Sold Out | -3.72% | 12.92 ($16.28) 20.56 | $20.10 | 23.46% | Sold Out | 0 | -794,954 | |
EDU |
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
| 2025-03-31 | Reduce Reduce | -3.03% | 45.78 ($51.4) 63.77 | $45.52 | -11.44% | Reduce -12.79% | 948,900 | -139,150 | |
FUTU | Futu Holdings Ltd | 2025-03-31 | Reduce Reduce | -1.70% | 75.13 ($102.39) 123.56 | $166.86 | 62.97% | Reduce -17.69% | 291,305 | -62,595 | |
NTES | NetEase Inc | 2025-03-31 | Reduce Reduce | -1.44% | 87.76 ($100.54) 109.14 | $136.30 | 35.57% | Reduce -6.86% | 644,975 | -47,500 | |
PDD | PDD Holdings Inc | 2025-03-31 | Reduce Reduce | -1.30% | 94.68 ($114.76) 131.34 | $118.21 | 3.01% | Reduce -6.97% | 528,700 | -39,600 | |
SE | Sea Ltd | 2025-03-31 | New Buy New Buy | +0.76% | 104.87 ($124.01) 146.31 | $157.87 | 27.30% | New holding | 15,100 | 15,100 | |
NU | Nu Holdings Ltd | 2025-03-31 | Add Add | +0.60% | 10.12 ($11.82) 13.95 | $12.75 | 7.87% | Add 75.3% | 350,600 | 150,600 | |
HTHT | H World Group Ltd | 2025-03-31 | Reduce Reduce | -0.43% | 30.39 ($34.62) 38.48 | $33.95 | -1.94% | Reduce -5.58% | 643,500 | -38,000 |
Cederberg Capital Ltd Total Holding History ($B)
Cederberg Capital Ltd's Asset Allocation
Cederberg Capital Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cederberg Capital Ltd's Hypothetical Growth since 2025-03-31
Cederberg Capital Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cederberg Capital Ltd's Holdings Heat Map
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Cederberg Capital Ltd's Holdings Bubble Chart
Cederberg Capital Ltd News
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