Cederberg Capital Ltd

Q3 2025 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
10
Total value ($000)
$350,241
Net value change ($000)
+77,901 (28.6%)
New positions
3
Sold out positions
1
Turnover %
20.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PDD 46,321 86.4%
ATAT 23,700 NEW
ACMR 19,428 NEW
YMM 12,105 60.9%
FINV 5,016 NEW
NU 1,320 27.4%
SE 731 30.3%
FUTU 437 1.4%
Top Reduces (Value $000, Stocks/ETFs)
HTHT -23,683 -100.0%
EDU -7,228 -14.4%
NTES -246 -0.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type