Cederberg Capital as of Dec. 31, 2020
Portfolio Holdings for Cederberg Capital
Cederberg Capital holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Ed & Technology Spon Adr | 63.0 | $1.7B | 9.2M | 185.81 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 9.2 | $251M | 1.1M | 232.73 | |
| GDS HLDGS Sponsored Ads (GDS) | 7.5 | $204M | 2.2M | 93.64 | |
| Bilibili Spons Ads Rep Z (BILI) | 4.8 | $129M | 1.5M | 85.72 | |
| Netease Sponsored Ads (NTES) | 4.5 | $124M | 1.3M | 95.77 | |
| I Mab Sponsored Ads (IMAB) | 3.1 | $84M | 1.8M | 47.15 | |
| Lexinfintech Hldgs Adr (LX) | 2.5 | $67M | 10M | 6.70 | |
| Hutchison China Meditech Sponsored Adr (HCM) | 2.0 | $54M | 1.7M | 32.02 | |
| Tal Education Group Sponsored Ads (TAL) | 1.6 | $45M | 627k | 71.51 | |
| Agora Ads (API) | 1.5 | $41M | 1.0M | 39.56 | |
| Sea Sponsord Ads (SE) | 0.3 | $9.5M | 48k | 199.05 |