CC
Cederberg Capital Portfolio holdings
AUM
$272M
This Quarter Return
-4.3%
1 Year Return
+16.86%
3 Year Return
+72.07%
5 Year Return
+19.26%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(-22%)
Cap. Flow
-$50M
Cap. Flow
% of AUM
-21.8%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
–
Reduced
–
Closed
2
Top Buys
1 |
Nu Holdings
NU
|
$973K |
Top Sells
1 |
GDS Holdings
GDS
|
$39.6M |
2 |
Bilibili
BILI
|
$11.3M |
Sector Composition
1 | Consumer Discretionary | 61.28% |
2 | Communication Services | 38.29% |
3 | Financials | 0.42% |
4 | Technology | 0% |