Cederberg Capital as of March 31, 2021
Portfolio Holdings for Cederberg Capital
Cederberg Capital holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 21vianet Group Sponsored Ads A (VNET) | 17.2 | $234M | 7.2M | 32.30 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 16.8 | $228M | 1.0M | 226.73 | |
| GDS HLDGS Sponsored Ads (GDS) | 13.4 | $182M | 2.2M | 81.09 | |
| Bilibili Spons Ads Rep Z (BILI) | 10.4 | $141M | 1.3M | 107.06 | |
| Netease Sponsored Ads (NTES) | 9.3 | $126M | 1.2M | 103.26 | |
| Agora Ads (API) | 8.6 | $117M | 2.3M | 50.27 | |
| New Oriental Ed & Technology Spon Adr | 8.4 | $114M | 8.1M | 14.00 | |
| I Mab Sponsored Ads (IMAB) | 7.6 | $103M | 2.1M | 48.47 | |
| Lexinfintech Hldgs Adr (LX) | 5.8 | $79M | 7.9M | 10.06 | |
| Tal Education Group Sponsored Ads (TAL) | 1.7 | $24M | 439k | 53.85 | |
| Sea Sponsord Ads (SE) | 0.9 | $13M | 57k | 223.23 |