Portfolio (Quarterly)
Guide ↗
Cederberg Capital Ltd
· CIK 0001861244| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PDD | PDD US EQUITY | Consumer Cyclical | 755,900.0 | $85.7M | 27.83% | NEW | — | $113.39 | -16.6% |
| 2 | NTES | NTES US EQUITY | Technology | 473,175.0 | $65.1M | 21.14% | NEW | — | $137.62 | -15.3% |
| 3 | EDU | EDU US EQUITY | Consumer Defensive | 899,718.0 | $49.5M | 16.08% | NEW | — | $55.03 | -15.6% |
| 4 | ACMR | ACMR US EQUITY | Technology | 693,900.0 | $27.4M | 8.89% | NEW | — | $39.45 | +85.9% |
| 5 | FUTU | FUTU US EQUITY | Financial Services | 162,905.0 | $26.8M | 8.69% | NEW | — | $164.21 | -45.3% |
| 6 | ATAT | ATAT US EQUITY | Consumer Cyclical | 630,500.0 | $24.8M | 8.07% | NEW | — | $39.40 | -14.1% |
| 7 | YMM | YMM US EQUITY | Technology | 1,828,900.0 | $19.6M | 6.37% | NEW | — | $10.73 | -22.1% |
| 8 | NU | NU US EQUITY | Financial Services | 382,900.0 | $6.4M | 2.08% | NEW | — | $16.74 | -24.0% |
| 9 | SE | SE US EQUITY | Consumer Cyclical | 20,700.0 | $2.6M | 0.86% | NEW | — | $127.58 | -31.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
36.8%
Technology
36.4%
Consumer Defensive
16.1%
Financial Services
10.8%