Cederberg Capital as of June 30, 2021
Portfolio Holdings for Cederberg Capital
Cederberg Capital holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 17.9 | $199M | 2.5M | 78.49 | |
| 21vianet Group Sponsored Ads A (VNET) | 15.9 | $177M | 7.7M | 22.95 | |
| I Mab Sponsored Ads (IMAB) | 15.5 | $172M | 2.0M | 83.95 | |
| Bilibili Spons Ads Rep Z (BILI) | 11.7 | $130M | 1.1M | 121.84 | |
| Netease Sponsored Ads (NTES) | 8.9 | $99M | 862k | 115.25 | |
| Agora Ads (API) | 8.8 | $97M | 2.3M | 41.96 | |
| Lexinfintech Hldgs Adr (LX) | 8.7 | $97M | 7.9M | 12.25 | |
| New Oriental Ed & Technology Spon Adr | 6.0 | $67M | 8.1M | 8.19 | |
| Tal Education Group Sponsored Ads (TAL) | 5.5 | $61M | 2.4M | 25.23 | |
| Sea Sponsord Ads (SE) | 1.1 | $13M | 47k | 274.60 | |
| Karooooo Ord Shs (KARO) | 0.1 | $1.0M | 28k | 36.74 |
