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Cederberg Capital Ltd

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13F filer, CIK 1861244, LONDON, United Kingdom

Cederberg Capital Ltd reported $272,340,000 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001861244-25-000006

Period
2025-06-30
Reported value
$272M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Part of the filer group Cederberg Capital Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HTHTadded+54,700$1.86M

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
FUTUreduced-40,000-$4.94M
YMMreduced-300,200-$3.55M
PDDreduced-16,700-$1.75M
EDUreduced-20,382-$1.1M

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, Q2 2025

Share positions as resolved from 13F-HR 0001861244-25-000006, largest first. % of portfolio is the value over $272,340,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,475 shares; 2024Q4: 692,475 shares; 2025Q1: 644,975 shares; 2025Q2: 644,975 shares 644,975$86.8M31.87%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,300 shares; 2024Q4: 568,300 shares; 2025Q1: 528,700 shares; 2025Q2: 512,000 shares 512,000$53.6M19.68%-16,700Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,050 shares; 2024Q4: 1,088,050 shares; 2025Q1: 948,900 shares; 2025Q2: 928,518 shares 928,518$50.1M18.39%-20,382Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,900 shares; 2024Q4: 353,900 shares; 2025Q1: 291,305 shares; 2025Q2: 251,305 shares 251,305$31.1M11.4%-40,000Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,500 shares; 2024Q4: 681,500 shares; 2025Q1: 643,500 shares; 2025Q2: 698,200 shares 698,200$23.7M8.7%+54,700Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,984,500 shares; 2025Q2: 1,684,300 shares 1,684,300$19.9M7.3%-300,200Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 350,600 shares; 2025Q2: 350,600 shares 350,600$4.81M1.77%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares 15,100$2.42M0.89%0Timeline

How Q2 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 0001861244-25-000006 base2025-08-14acceptance time not in the bulk data set