Cederberg Capital

Latest statistics and disclosures from Cederberg Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PDD, EDU, NTES, TAL, NU, and represent 99.57% of Cederberg Capital's stock portfolio.
  • Added to shares of these 2 stocks: TAL (+$30M), NU.
  • Started 1 new stock position in TAL.
  • Reduced shares in these 4 stocks: JD (-$42M), PDD (-$32M), EDU (-$12M), NTES (-$11M).
  • Sold out of its position in JD.
  • Cederberg Capital was a net seller of stock by $-65M.
  • Cederberg Capital has $361M in assets under management (AUM), dropping by 1.02%.
  • Central Index Key (CIK): 0001861244

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Portfolio Holdings for Cederberg Capital

Cederberg Capital holds 6 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinduoduo Sponsored Ads (PDD) 36.5 $132M -19% 1.1M 116.25
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New Oriental Ed & Technology Spon Adr (EDU) 30.2 $109M -10% 1.3M 86.82
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Netease Sponsored Ads (NTES) 23.9 $86M -10% 834k 103.47
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Tal Education Group Sponsored Ads (TAL) 8.3 $30M NEW 2.6M 11.35
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Nu Hldgs Ord Shs Cl A (NU) 0.7 $2.4M +62% 200k 11.93
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Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.4 $1.5M 103k 14.90
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Past Filings by Cederberg Capital

SEC 13F filings are viewable for Cederberg Capital going back to 2021

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