CC

Cederberg Capital Portfolio holdings

AUM $272M
1-Year Est. Return 16.86%
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$78.4M
2 +$52.7M
3 +$34.6M
4
NTES icon
NetEase
NTES
+$27.7M
5
JOYY
JOYY Inc
JOYY
+$23.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 49.68%
2 Financials 23.14%
3 Communication Services 22.6%
4 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78.4M 34.46%
+572,156
2
$52.7M 23.14%
+1,215,619
3
$34.6M 15.22%
+1,655,198
4
$27.7M 12.16%
+588,000
5
$23.7M 10.43%
+396,605
6
$8.93M 3.93%
+163,000
7
$1.49M 0.65%
+55,771