Cederberg Capital LTD Portfolio Holdings

Cederberg Capital LTD

  • $272 Million
  • Q2 2025

Cederberg Capital LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $272 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Net Ease, Inc. with a value of $86.8M, Pinduoduo Inc. with a value of $53.6M, New Oriental Education & Technology Group Inc. with a value of $50.1M, Futu Holdings LTD with a value of $31.1M, and Huazhu Group LTD with a value of $23.7M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $259M to 272M.

Cederberg Capital LTD is based out at London, X0

Below you can find more details about Cederberg Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $272 Million
Communication Services: $86.8 Million
Consumer Cyclical: $79.7 Million
Consumer Defensive: $50.1 Million
Financial Services: $35.9 Million
Technology: $19.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$86.8 Million 31.87% of portfolio
644,975
Q1 2025 Reduced 6.86%
$147B
$53.6 Million 19.68% of portfolio
512,000
Q2 2025 Reduced 3.16%
$7.87B
$50.1 Million 18.39% of portfolio
928,518
Q2 2025 Reduced 2.15%
$24.3B
$31.1 Million 11.4% of portfolio
251,305
Q2 2025 Reduced 13.73%
$10.4B
$23.7 Million 8.7% of portfolio
698,200
Q2 2025 Added 8.5%
$12.6B
$19.9 Million 7.3% of portfolio
1,684,300
Q2 2025 Reduced 15.13%
$43.6B
$4.81 Million 1.77% of portfolio
350,600
Q1 2025 Added 75.3%
$97.8B
$2.42 Million 0.89% of portfolio
15,100
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $272 Million
  • Prior Value $259 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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