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Cederberg Capital LTD
Cederberg Capital Limited is a London-based investment firm specializing in Greater China equities. Founded in 2011 by Dawid Krige, the firm provides investment management and advisory services, conducting in-depth fundamental research to identify quality businesses trading at a margin of safety. Operating under regulatory oversight from both the FCA (UK) and the SEC (US), Cederberg Capital manages portfolios for a diverse clientele including individuals and institutions, with a focused team of 6 professionals based in London and activity in China.
Investment Strategy
Cederberg Capital Limited focuses exclusively on Greater China equities, utilizing rigorous fundamental research to identify quality businesses that are trading at significant margins of safety. The firm's investment approach is highly concentrated, favoring a limited number of high-conviction positions. Cederberg seeks to deliver superior long-term returns through deep, bottom-up research, disciplined valuation, and a long-term investment horizon, believing that such a concentrated strategy in a misunderstood region can produce exceptional value for clients.
Latest 13F Filing Activity
Cederberg Capital LTD filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $272M. The fund increased holdings in Ntes Us Equity, Edu Us Equity, Futu Us Equity among other positions. Cederberg Capital LTD reduced exposure to PDD Us Equity, YMM Us Equity, HTHT Us Equity among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NTES | NTES US EQUITY | 31.87% | $86.8M | 644,975 | $55.37 | $134.58 | +$20.4M |
P PDD | PDD US EQUITY | 19.68% | $53.6M | 512,000 | $44.65 | $104.66 | -$9.0M |
E EDU | EDU US EQUITY | 18.39% | $50.1M | 928,518 | $58.74 | $53.95 | +$4.7M |
F FUTU | FUTU US EQUITY | 11.40% | $31.1M | 251,305 | $95.07 | $123.59 | +$1.2M |
H HTHT | HTHT US EQUITY | 8.70% | $23.7M | 698,200 | $36.94 | $33.92 | -$133.0K |
Industry Allocation
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