Cederberg Capital Ltd
Follow13F filer, CIK 1861244, LONDON, United Kingdom
Cederberg Capital Ltd reported $294,626,000 across 8 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001861244-25-000001
- Period
- 2024-12-31
- Reported value
- $295M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BEKEadded | +86,500 | $1.59M |
| BZadded | +79,954 | $1.1M |
| FUTUadded | +13,000 | $1.04M |
| EDUadded | +5,000 | $321K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TALexited | -3,676,287 | -$43.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001861244-25-000001, largest first. % of portfolio is the value over $294,626,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| EDUNEW ORIENTAL ED & TECHNOLOGY | 1,088,050 | $69.8M | 23.7% | +5,000 | Timeline | ||
| NTESNETEASE COM INC | 692,475 | $61.8M | 20.97% | 0 | Timeline | ||
| PDDPDD HOLDINGS INC | 568,300 | $55.1M | 18.71% | 0 | Timeline | ||
| BEKEKE HLDGS INC | 2,390,900 | $44M | 14.95% | +86,500 | Timeline | ||
| FUTUFUTU HLDGS LTD | 353,900 | $28.3M | 9.61% | +13,000 | Timeline | ||
| HTHTH WORLD GROUP LTD | 681,500 | $22.5M | 7.64% | 0 | Timeline | ||
| BZKANZHUN LIMITED | 794,954 | $11M | 3.72% | +79,954 | Timeline | ||
| NUNU HLDGS LTD | 200,000 | $2.07M | 0.7% | 0 | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TALTAL ED GROUP | 3,676,287 | $43.5M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001861244-25-000001 | base | 2025-02-14 | acceptance time not in the bulk data set |