Cederberg Capital LTD Portfolio Holdings

Cederberg Capital LTD

  • $350 Million
  • Q3 2025

Cederberg Capital LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $350 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pinduoduo Inc. with a value of $99.9M, Net Ease, Inc. with a value of $86.6M, New Oriental Education & Technology Group Inc. with a value of $42.9M, Full Truck Alliance Co. Ltd. with a value of $32M, and Futu Holdings LTD with a value of $31.5M.

Examining the 13F form we can see an increase of $77.9M in the current position value, from $272M to 350M.

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 $350 Million
Consumer Cyclical: $103 Million
Communication Services: $86.6 Million
Technology: $51.4 Million
Consumer Defensive: $42.9 Million
Financial Services: $42.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$99.9 Million 28.53% of portfolio
755,900
Q3 2025 Added 47.64%
$92B
$86.6 Million 24.71% of portfolio
569,475
Q3 2025 Reduced 11.71%
$9.05B
$42.9 Million 12.24% of portfolio
807,718
Q3 2025 Reduced 13.01%
$13.7B
$32 Million 9.14% of portfolio
2,467,000
Q3 2025 Added 46.47%
$24.4B
$31.5 Million 8.99% of portfolio
181,105
Q3 2025 Reduced 27.93%
-
$23.7 Million 6.77% of portfolio
-
Q3 2025 New
$1.72B
$19.4 Million 5.55% of portfolio
496,500
Q3 2025 New
$56.3B
$6.13 Million 1.75% of portfolio
382,900
Q3 2025 Added 9.21%
$1.71B
$5.02 Million 1.43% of portfolio
680,600
Q3 2025 New
$79.1B
$3.15 Million 0.9% of portfolio
17,600
Q3 2025 Added 16.56%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $350 Million
  • Prior Value $272 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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