Latest Cederberg Capital Ltd Stock Portfolio
$360Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Cederberg Capital Ltd and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cederberg Capital Ltd reported an equity portfolio of $360.7 Millions as of 31 Mar, 2024.
The top stock holdings of Cederberg Capital Ltd are PDD, EDU, NTES. The fund has invested 36.5% of it's portfolio in PINDUODUO INC and 30.2% of portfolio in NEW ORIENTAL ED & TECHNOLOGY.
They significantly reduced their stock positions in PINDUODUO INC (PDD), TAL EDUCATION GROUP (TAL) and NETEASE INC (NTES).
The top stock holdings of Cederberg Capital Ltd are PDD, EDU, NTES. The fund has invested 36.5% of it's portfolio in PINDUODUO INC and 30.2% of portfolio in NEW ORIENTAL ED & TECHNOLOGY.
They significantly reduced their stock positions in PINDUODUO INC (PDD), TAL EDUCATION GROUP (TAL) and NETEASE INC (NTES).
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| PINDUODUO INC | -19.11 |
| TAL EDUCATION GROUP | -11.08 |
| NETEASE INC | -10.97 |
| NEW ORIENTAL ED & TECHNOLOGY | -9.64 |
Cederberg Capital Ltd reduced stake in above stock
Sold off
Current Stock Holdings of Cederberg Capital Ltd
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 30.16 | 1,252,850 | 108,772,000 | REDUCED | -9.64 | |
| NTES | NETEASE INC | 23.92 | 833,675 | 86,260,000 | REDUCED | -10.97 | |
| NU | NU HLDGS LTD | 0.66 | 200,000 | 2,386,000 | UNCHANGED | 0.00 | |
| PBR | PETROLEO BRASILEIRO SA PETRO | 0.43 | 103,000 | 1,535,000 | UNCHANGED | 0.00 | |
| PDD | PINDUODUO INC | 36.51 | 1,132,700 | 131,676,000 | REDUCED | -19.11 | |
| TAL | TAL EDUCATION GROUP | 8.33 | 2,646,870 | 30,042,000 | REDUCED | -11.08 |