Q3 2025 · 13F-HR
Cederberg Capital Ltdholdings as filed
Filed 2025-11-14 · accession 0001861244-25-000010
$350,241
Reported value
10
Positions
2025-09-30
Period end
The Brief · Cederberg Capital Ltd · Q3 2025
AI · grounded in 13F
Cederberg Capital Ltd established a new position in PDD valued at $99,907. The fund also initiated new stakes in NTES for $86,555 and EDU for $42,866. Additional new positions include YMM, FUTU, and ATAT. Total assets under management stand at $350,241 across 10 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD US EQUITY | $99,907 | 28.5% | 755,900 | Common | SOLE |
| 64110W102 | NTES | NTES US EQUITY | $86,555 | 24.7% | 569,475 | Common | SOLE |
| 647581206 | EDU | EDU US EQUITY | $42,866 | 12.2% | 807,718 | Common | SOLE |
| 35969L108 | YMM | YMM US EQUITY | $31,997 | 9.14% | 2,467,000 | Common | SOLE |
| 36118L106 | FUTU | FUTU US EQUITY | $31,496 | 8.99% | 181,105 | Common | SOLE |
| 04965M106 | ATAT | ATAT US EQUITY | $23,700 | 6.77% | 630,500 | Common | SOLE |
| 00108J109 | ACMR | ACMR US EQUITY | $19,428 | 5.55% | 496,500 | Common | SOLE |
| G6683N103 | NU | NU US EQUITY | $6,130 | 1.75% | 382,900 | Common | SOLE |
| 31810T101 | FINV | FINV US EQUITY | $5,016 | 1.43% | 680,600 | Common | SOLE |
| 81141R100 | SE | SE US EQUITY | $3,146 | 0.90% | 17,600 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.