13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001861244
Total reported value
$100.4M
$100.4M
10 檔
291.8%
In Q3 2025, Cederberg Capital Ltd's U.S. equity holdings reached a combined market value of $100.4M, distributed across 10 disclosed stock positions.
In Q3 2025, Cederberg Capital Ltd displayed an active expansion posture, initiating 3 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 28.53% | -18.15% | +47.64% | |
| 2 | NTES | Netease Inc-adr | Stock-Comm Services | 24.71% | +2.06% | -11.71% | |
| 3 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 12.24% | -2.22% | EXIT | |
| 4 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 9.14% | — | +46.47% | |
| 5 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 8.99% | — | -27.93% | |
| 6 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 6.77% | -8.40% | — | |
| 7 | ACMR | Acm Research Inc-class A | Stock-Other | 5.55% | +19.54% | — | |
| 8 | NU | Nu Holdings Ltd. | Stock-Financials | 1.75% | -0.74% | +9.21% | |
| 9 | FINV | Finvolution Group-adr | Stock-Other | 1.43% | — | — | |
| 10 | SE | Sea Ltd-adr | Stock-Comm Services | 0.90% | -0.41% | +16.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +4.4% | +47.64% | Add |
| 2 | NU | Nu Holdings Ltd. | +0.4% | +9.21% | Add |
| 3 | SE | Sea Ltd-adr | +0.1% | +16.56% | Add |
| 4 | YMM | Full Truck Alliance -spn Adr | -0.7% | +46.47% | Add |
| 5 | NTES | Netease Inc-adr | -0.9% | -11.71% | Trim |
| 6 | FUTU | Futu Holdings Ltd-adr | -2.5% | -27.93% | Trim |
| 7 | EDU | New Oriental Educatio-sp Adr | -5.3% | -13.01% | Trim |
| 8 | HTHT | H World Group Ltd-adr | — | EXIT | Sold out |
| 9 | ATAT | Atour Lifestyle Holdings-adr | — | NEW | New buy |
| 10 | ACMR | Acm Research Inc-class A | — | NEW | New buy |
| 11 | FINV | Finvolution Group-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Cederberg Capital Ltd reported a total U.S. public equity portfolio value of $100.4M across 10 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PDD, NTES, EDU) accounted for 291.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ATAT
市值: $23.7M
Top Position Liquidated / Trimmed
HTHT
前期市值: $23.8M
During Q3 2025, Cederberg Capital Ltd's top holdings by market value included PDD (28.5%)、NTES (24.7%)、EDU (12.2%). The largest single position, PDD, represented 28.5% of total portfolio value.
In Q3 2025, Cederberg Capital Ltd made 11 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.