Cederberg Capital Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Cederberg Capital Ltd reported 6 stock positions worth $360.7 million. Its top holding was PDD (PDD) at 36.5% of the portfolio, followed by New Oriental Educatio-SP ADR (EDU, 30.2%) and Netease Inc.-ADR (NTES, 23.9%). Compared with Q4 2023, it reduced 4. The biggest sale was PDD (PDD, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001861244
- Portfolio Value
- $360.7M (Q1 2024)
- SEC Filing
- 0001861244-24-000002 ↗ filed May 14, 2024
Holdings Value
Holdings 6 stocks · $360.7M
| PDD PDD Holdings Inc. | 36.51% | 1,132,700 | $131.7M | Reduce -19.1% |
| EDU New Oriental Educatio-SP ADR | 30.16% | 1,252,850 | $108.8M | Reduce -9.6% |
| NTES Netease Inc.-ADR | 23.92% | 833,675 | $86.3M | Reduce -11.0% |
| TAL Tal Education Group- ADR | 8.33% | 2,646,869 | $30.0M | Reduce -11.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.66% | 200,000 | $2.4M | No change |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.43% | 103,000 | $1.5M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $100.4M | ACMR, NTES, CYD, SVM, ATAT |
| Q1 2026 | 11 | $186.3M | NTES, PDD, ATAT, SVM, ACMR |
| Q4 2025Amended | 9 | $308.0M | PDD, NTES, EDU, ACMR, FUTU |
| Q3 2025 | 10 | $350.2M | PDD, NTES, EDU, YMM, FUTU |
| Q2 2025 | 8 | $272.3M | NTES, PDD, EDU, FUTU, HTHT |
| Q1 2025 | 8 | $258.9M | NTES, PDD, EDU, FUTU, YMM |
| Q4 2024 | 8 | $294.6M | EDU, NTES, PDD, BEKE, FUTU |
| Q3 2024 | 9 | $386.0M | EDU, PDD, NTES, BEKE, TAL |
| Q2 2024 | 5 | $304.2M | PDD, EDU, NTES, TAL, NU |
| Q1 2024 | 6 | $360.7M | PDD, EDU, NTES, TAL, NU |