Cederberg Capital Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Cederberg Capital Ltd reported 5 stock positions worth $304.2 million. Its top holding was PDD (PDD) at 41.6% of the portfolio, followed by New Oriental Educatio-SP ADR (EDU, 27.4%) and Netease Inc.-ADR (NTES, 22.3%). Compared with Q1 2024, it sold out of 1 and reduced 4. The biggest sale was New Oriental Educatio-SP ADR (EDU, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001861244
- Portfolio Value
- $304.2M (Q2 2024)
- SEC Filing
- 0001861244-24-000004 ↗ filed Aug 14, 2024
Holdings Value
Holdings 5 stocks · $304.2M
| PDD PDD Holdings Inc. | 41.56% | 951,000 | $126.4M | Reduce -16.0% |
| EDU New Oriental Educatio-SP ADR | 27.41% | 1,072,700 | $83.4M | Reduce -14.4% |
| NTES Netease Inc.-ADR | 22.30% | 709,975 | $67.9M | Reduce -14.8% |
| TAL Tal Education Group- ADR | 7.89% | 2,248,587 | $24.0M | Reduce -15.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.85% | 200,000 | $2.6M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |