Cederberg Capital Ltd
CIK: 0001861244SEC EDGAR →
Portfolio Value
$350.2M
Holdings
10
As of
Q4 2025
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PDD US EQUITY | 755,900 | $99.9M | 28.53% |
| 2 | NTES US EQUITY | 569,475 | $86.6M | 24.71% |
| 3 | EDU US EQUITY | 807,718 | $42.9M | 12.24% |
| 4 | YMM US EQUITY | 2,467,000 | $32.0M | 9.14% |
| 5 | FUTU US EQUITY | 181,105 | $31.5M | 8.99% |
| 6 | ATAT US EQUITY | 630,500 | $23.7M | 6.77% |
| 7 | ACMR US EQUITY | 496,500 | $19.4M | 5.55% |
| 8 | NU US EQUITY | 382,900 | $6.1M | 1.75% |
| 9 | FINV US EQUITY | 680,600 | $5.0M | 1.43% |
| 10 | SE US EQUITY | 17,600 | $3.1M | 0.90% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $138.0M | 39.4% |
| Consumer Cyclical | 3 | $126.8M | 36.2% |
| Unknown | 1 | $42.9M | 12.2% |
| Financial Services | 3 | $42.6M | 12.2% |