Cederberg Capital LTD Portfolio Holdings by Sector
Cederberg Capital LTD
- $350 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
PDD SE 2 stocks |
$103,053
31.56% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$86,555
26.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
EDU 1 stocks |
$42,866
13.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
YMM 1 stocks |
$31,997
9.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
FUTU 1 stocks |
$31,496
9.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACMR 1 stocks |
$19,428
5.95% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$6,130
1.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
FINV 1 stocks |
$5,016
1.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|