Cederberg Capital Limited delivers comprehensive investment management solutions, including portfolio management, financial planning, and investment advisory services. Catering to a diverse clientele comprising individuals, institutions, trusts, and private clients, Cederberg Capital operates in both the United Kingdom and China.
Dawid Krige played a pivotal role in the founding of Cederberg back in September 2011, bringing with him a wealth of experience from over a decade in the investment industry. His journey began in 2002, and from 2005 to 2011, he served as an Emerging Markets equities portfolio manager, specializing in Chinese equities, at Mondrian Investment Partners. Before that, Dawid honed his expertise as an Asian equities fund analyst with FirstRand. He holds a Masters in Finance from London Business School and a B. Com. Hons degree from Stellenbosch University.
Cederberg Capital LTD has a client base of 6 and discretionary assets under management (AUM) totaling $1,331,064,487 as per Form ADV from June 2023. Their latest 13F filing for Q4 2023 reported $434,551,000 in managed 13F securities, with a top 10 holdings concentration of 100.0%. PDD Holdings Inc. stands as Cederberg Capital LTD's largest holding, with shares held amounting to 1,400,300.
| Fund Name: | Cederberg Capital |
| Manager | Dawid Krige |
| Portfolio Value | $304,245,000 |
| Change This QTR | +0.84% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | PDD | 951,000 | $126,435,000 | -17% | 41.55% | ||
| 2. | EDU | 1,072,700 | $83,381,000 | -15% | 27.4% | ||
| 3. | NTES | 709,975 | $67,859,000 | -15% | 22.3% | ||
| 4. | TAL | 2,248,587 | $23,992,000 | -16% | 7.88% | ||
| 5. | NU | 200,000 | $2,578,000 | 0.84% |
