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 $258.9 Millions as of 31 Mar, 2025.
The top stock holdings of Cederberg Capital Ltd are NTES, PDD, . The fund has invested 25.6% of it's portfolio in NTES US EQUITY and 24.2% of portfolio in PDD US EQUITY.
The fund managers got completely rid off BEKE US EQUITY (BEKE) and BZ US EQUITY (BZ) stocks. They significantly reduced their stock positions in FUTU US EQUITY (FUTU), EDU US EQUITY and PDD US EQUITY (PDD). Cederberg Capital Ltd opened new stock positions in YMM US EQUITY (YMM) and SE US EQUITY (SE). The fund showed a lot of confidence in some stocks as they added substantially to NU US EQUITY (NU).
The top stock holdings of Cederberg Capital Ltd are NTES, PDD, . The fund has invested 25.6% of it's portfolio in NTES US EQUITY and 24.2% of portfolio in PDD US EQUITY.
The fund managers got completely rid off BEKE US EQUITY (BEKE) and BZ US EQUITY (BZ) stocks. They significantly reduced their stock positions in FUTU US EQUITY (FUTU), EDU US EQUITY and PDD US EQUITY (PDD). Cederberg Capital Ltd opened new stock positions in YMM US EQUITY (YMM) and SE US EQUITY (SE). The fund showed a lot of confidence in some stocks as they added substantially to NU US EQUITY (NU).
New Buys
| Ticker | $ Bought |
|---|---|
| ymm us equity | 25,342,000 |
| se us equity | 1,970,000 |
New stocks bought by Cederberg Capital Ltd
Additions
| Ticker | % Inc. |
|---|---|
| nu us equity | 75.3 |
Additions to existing portfolio by Cederberg Capital Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| futu us equity | -17.69 |
| edu us equity | -12.79 |
| pdd us equity | -6.97 |
| ntes us equity | -6.86 |
| htht us equity | -5.58 |
Cederberg Capital Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| beke us equity | -44,040,000 |
| bz us equity | -10,970,000 |
Cederberg Capital Ltd got rid off the above stocks
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: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| NTES | ntes us equity | 25.64 | 644,975 | 66,381,000 | reduced | -6.86 | ||
Historical Trend of NTES US EQUITY Position Held By Cederberg Capital LtdWhat % of Portfolio is NTES?:Number of NTES shares held:Change in No. of Shares Held: | ||||||||
| PDD | pdd us equity | 24.17 | 528,700 | 62,572,000 | reduced | -6.97 | ||
| edu us equity | 17.53 | 948,900 | 45,367,000 | reduced | -12.79 | |||
| FUTU | futu us equity | 11.52 | 291,305 | 29,815,000 | reduced | -17.69 | ||
| YMM | ymm us equity | 9.79 | 1,984,500 | 25,342,000 | new | |||
| HTHT | htht us equity | 9.20 | 643,500 | 23,816,000 | reduced | -5.58 | ||
| NU | nu us equity | 1.39 | 350,600 | 3,590,000 | added | 75.3 | ||
| SE | se us equity | 0.76 | 15,100 | 1,970,000 | new | |||
| BZ | bz us equity | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BEKE | beke us equity | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
