Cederberg Capital

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

  • Top 5 stock holdings are PDD, NTES, EDU, YMM, FUTU, and represent 83.61% of Cederberg Capital's stock portfolio.
  • Added to shares of these 7 stocks: PDD (+$32M), ATAT (+$24M), ACMR (+$19M), YMM (+$10M), FINV (+$5.0M), NU, SE.
  • Started 3 new stock positions in ATAT, ACMR, FINV.
  • Reduced shares in these 4 stocks: HTHT (-$24M), FUTU (-$12M), NTES (-$12M), EDU (-$6.4M).
  • Sold out of its position in HTHT.
  • Cederberg Capital was a net buyer of stock by $38M.
  • Cederberg Capital has $350M in assets under management (AUM), dropping by 28.60%.
  • Central Index Key (CIK): 0001861244

Tip: Access up to 7 years of quarterly data

Positions held by Cederberg Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cederberg Capital

Cederberg Capital holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pdd Us Equity Sponsored Ads (PDD) 28.5 $100M +47% 756k 132.17
 View chart
Ntes Us Equity Sponsored Ads (NTES) 24.7 $87M -11% 570k 151.99
 View chart
Edu Us Equity Spon Adr (EDU) 12.2 $43M -13% 808k 53.07
 View chart
Ymm Us Equity Sponsored Ads (YMM) 9.1 $32M +46% 2.5M 12.97
 View chart
Futu Us Equity Spon Ads Cl A (FUTU) 9.0 $32M -27% 181k 173.91
 View chart
Atat Us Equity Sponsored Ads (ATAT) 6.8 $24M NEW 631k 37.59
 View chart
Acmr Us Equity Com Cl A (ACMR) 5.5 $19M NEW 497k 39.13
 View chart
Nu Us Equity Ord Shs Cl A (NU) 1.8 $6.1M +9% 383k 16.01
 View chart
Finv Us Equity Sponsored Ads (FINV) 1.4 $5.0M NEW 681k 7.37
 View chart
Se Us Equity Sponsord Ads (SE) 0.9 $3.1M +16% 18k 178.75
 View chart

Past Filings by Cederberg Capital

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

View all past filings