Latest Cederberg Capital Ltd Stock Portfolio
About Cederberg Capital Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cederberg Capital Ltd reported an equity portfolio of $386 Millions as of 30 Sep, 2024.
The top stock holdings of Cederberg Capital Ltd are , PDD, NTES. The fund has invested 21.3% of it's portfolio in EDU US EQUITY and 19.9% of portfolio in PDD US EQUITY.
They significantly reduced their stock positions in PDD US EQUITY (PDD) and NTES US EQUITY (NTES). Cederberg Capital Ltd opened new stock positions in BEKE US EQUITY (BEKE), FUTU US EQUITY (FUTU) and HTHT US EQUITY (HTHT). The fund showed a lot of confidence in some stocks as they added substantially to TAL US EQUITY (TAL) and EDU US EQUITY.
The top stock holdings of Cederberg Capital Ltd are , PDD, NTES. The fund has invested 21.3% of it's portfolio in EDU US EQUITY and 19.9% of portfolio in PDD US EQUITY.
They significantly reduced their stock positions in PDD US EQUITY (PDD) and NTES US EQUITY (NTES). Cederberg Capital Ltd opened new stock positions in BEKE US EQUITY (BEKE), FUTU US EQUITY (FUTU) and HTHT US EQUITY (HTHT). The fund showed a lot of confidence in some stocks as they added substantially to TAL US EQUITY (TAL) and EDU US EQUITY.
New Buys
| Ticker | $ Bought |
|---|---|
| beke us equity | 45,881,000 |
| futu us equity | 32,607,000 |
| htht us equity | 25,352,000 |
| bz us equity | 12,412,000 |
New stocks bought by Cederberg Capital Ltd
Additions
| Ticker | % Inc. |
|---|---|
| tal us equity | 63.49 |
| edu us equity | 0.96 |
Additions to existing portfolio by Cederberg Capital Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| pdd us equity | -40.24 |
| ntes us equity | -2.46 |
Cederberg Capital Ltd reduced stake in above stock
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Cederberg Capital Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cederberg Capital Ltd
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BEKE | beke us equity | 11.89 | 2,304,400 | 45,881,000 | new | |||
| BZ | bz us equity | 3.21 | 715,000 | 12,412,000 | new | |||
| FUTU | futu us equity | 8.45 | 340,900 | 32,607,000 | new | |||
| HTHT | htht us equity | 6.57 | 681,500 | 25,352,000 | new | |||
| NTES | ntes us equity | 16.77 | 692,475 | 64,753,000 | reduced | -2.46 | ||
| NU | nu us equity | 0.71 | 200,000 | 2,730,000 | unchanged | 0.00 | ||
| PDD | pdd us equity | 19.85 | 568,300 | 76,613,000 | reduced | -40.24 | ||
| TAL | tal us equity | 11.28 | 3,676,290 | 43,527,000 | added | 63.49 | ||
| edu us equity | 21.28 | 1,083,050 | 82,139,000 | added | 0.96 | |||