Institutional Manager · CIK 0001861244
Cederberg Capital Ltd
LONDON, X0 · File #028-21198
Latest AUM
$350,241
Positions
10
Top-10 Concentration
100.0%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | PDD US EQUITY | PDD | 0 | $0 | $0 |
| REDUCE | NTES US EQUITY | NETTF | 0 | $0 | $0 |
| REDUCE | ATAT US EQUITY | ATAT | 0 | $0 | $0 |
| REDUCE | EDU US EQUITY | 647581206 | 0 | $0 | $0 |
| REDUCE | SE US EQUITY | SE | 0 | $0 | $0 |
| REDUCE | NU US EQUITY | NU | 0 | $0 | $0 |
| REDUCE | FUTU US EQUITY | FUTU | 0 | $0 | $0 |
| REDUCE | YMM US EQUITY | YMM | 0 | $0 | $0 |
| REDUCE | FINV US EQUITY | FVGPY | 0 | $0 | $0 |
| REDUCE | ACMR US EQUITY | 00108J109 | 0 | $0 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20259 pos · $307,983
- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $350,241
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $350,241
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $272,340
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $258,853
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $294,626
- 13F HOLDINGS REPORTQ/E Sep 20249 pos · $386,014
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $304,245
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $360,671
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $357,034
Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PDD US EQUITY | PDD | 755,900 | $85,712 | 27.83% |
| 2 | NTES US EQUITY | NETTF | 473,175 | $65,118 | 21.14% |
| 3 | EDU US EQUITY | 647581206 | 899,718 | $49,511 | 16.08% |
| 4 | ACMR US EQUITY | 00108J109 | 693,900 | $27,374 | 8.89% |
| 5 | FUTU US EQUITY | FUTU | 162,905 | $26,751 | 8.69% |
| 6 | ATAT US EQUITY | ATAT | 630,500 | $24,842 | 8.07% |
| 7 | YMM US EQUITY | YMM | 1,828,900 | $19,624 | 6.37% |
| 8 | NU US EQUITY | NU | 382,900 | $6,410 | 2.08% |
| 9 | SE US EQUITY | SE | 20,700 | $2,641 | 0.86% |