Cederberg Capital Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Cederberg Capital Ltd disclosed 9 US equity positions worth $386.0m in its Q3 2024 13F filing. The largest position was EDU at 21.3% of the reported book, followed by PDD and NTES.
What did Cederberg Capital Ltd own in Q3 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EDU EDU US EQUITY | Consumer Defensive | 21.3% | $82.1m | 1,083,050 | – | |
| 2 | PDD PDD US EQUITY | Consumer Cyclical | 19.8% | $76.6m | 568,300 | – | |
| 3 | NTES NTES US EQUITY | Communication Services | 16.8% | $64.8m | 692,475 | – | |
| 4 | BEKE BEKE US EQUITY | Real Estate | 11.9% | $45.9m | 2,304,400 | – | |
| 5 | TAL TAL US EQUITY | Consumer Defensive | 11.3% | $43.5m | 3,676,287 | – | |
| 6 | FUTU FUTU US EQUITY | Financial Services | 8.4% | $32.6m | 340,900 | – | |
| 7 | HTHT HTHT US EQUITY | Consumer Cyclical | 6.6% | $25.4m | 681,500 | – | |
| 8 | BZ BZ US EQUITY | Communication Services | 3.2% | $12.4m | 715,000 | – | |
| 9 | NU NU US EQUITY | Financial Services | 0.7% | $2.7m | 200,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.