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Cederberg Capital Ltd

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13F filer, CIK 1861244, LONDON, United Kingdom

Cederberg Capital Ltd reported $258,853,000 across 8 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001861244-25-000004

Period
2025-03-31
Reported value
$259M
Holdings
8
Top 10 weight
100%
New
2
Sold out
2

Part of the filer group Cederberg Capital Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
YMMnew+1,984,500$25.3M
SEnew+15,100$1.97M
NUadded+150,600$1.54M

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

SecurityShares changeApprox. value
BEKEexited-2,390,900-$44M
BZexited-794,954-$11M
EDUreduced-139,150-$6.65M
FUTUreduced-62,595-$6.41M
NTESreduced-47,500-$4.89M

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, Q1 2025

Share positions as resolved from 13F-HR 0001861244-25-000004, largest first. % of portfolio is the value over $258,853,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,475 shares; 2024Q4: 692,475 shares; 2025Q1: 644,975 shares 644,975$66.4M25.64%-47,500Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,300 shares; 2024Q4: 568,300 shares; 2025Q1: 528,700 shares 528,700$62.6M24.17%-39,600Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,050 shares; 2024Q4: 1,088,050 shares; 2025Q1: 948,900 shares 948,900$45.4M17.53%-139,150Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,900 shares; 2024Q4: 353,900 shares; 2025Q1: 291,305 shares 291,305$29.8M11.52%-62,595Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,984,500 shares 1,984,500$25.3M9.79%newTimeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,500 shares; 2024Q4: 681,500 shares; 2025Q1: 643,500 shares 643,500$23.8M9.2%-38,000Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 350,600 shares 350,600$3.59M1.39%+150,600Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,100 shares 15,100$1.97M0.76%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BEKEKE HLDGS INC2,390,900$44Mshares
BZKANZHUN LIMITED794,954$11Mshares

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001861244-25-000004 base2025-05-15acceptance time not in the bulk data set