Cederberg Capital Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Cederberg Capital Ltd disclosed 8 US equity positions worth $294.6m in its Q4 2024 13F filing. The largest position was EDU at 23.7% of the reported book, followed by NTES and PDD. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 8 holdings.
What did Cederberg Capital Ltd own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | EDU EDU US EQUITY | Consumer Defensive | 23.7% | $69.8m | 1,088,050 | 0% | held |
| 2 | NTES NTES US EQUITY | Communication Services | 21.0% | $61.8m | 692,475 | 0% | held |
| 3 | PDD PDD US EQUITY | Consumer Cyclical | 18.7% | $55.1m | 568,300 | 0% | held |
| 4 | BEKE BEKE US EQUITY | Real Estate | 14.9% | $44.0m | 2,390,900 | 4% | added |
| 5 | FUTU FUTU US EQUITY | Financial Services | 9.6% | $28.3m | 353,900 | 4% | added |
| 6 | HTHT HTHT US EQUITY | Consumer Cyclical | 7.6% | $22.5m | 681,500 | 0% | held |
| 7 | BZ BZ US EQUITY | Communication Services | 3.7% | $11.0m | 794,954 | 11% | added |
| 8 | NU NU US EQUITY | Financial Services | 0.7% | $2.1m | 200,000 | 0% | held |
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.