Livermore

Cederberg Capital Ltd

SEC CIK
0001861244

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
10
−1 vs. Q1 2026
Total value
$100.36M
−$85.96M (−46.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Cederberg Capital Ltd holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ACMRACM RESH INC COM CL AStock254,669$32.32M32.20%−344,531−57.5%ReducedView
NTESNETEASE COM INCSPONSORED ADS185,375$23.75M23.67%−174,300−48.5%ReducedView
CYDCHINA YUCHAI INTL LTDCOM344,928$16.35M16.29%+22,015+6.8%AddedView
SVMSILVERCORP METALS INCCOM1,130,121$11.41M11.37%−1,088,979−49.1%ReducedView
ATATATOUR LIFESTYLE HLDGS LTDSPONSORED ADS296,300$9.42M9.39%−604,300−67.1%ReducedView
PDDPDD HOLDINGS INCSPONSORED ADS37,600$2.87M2.86%−345,500−90.2%ReducedView
VISTVISTA ENERGY S.A.B. DE C.V.SPONSORED ADS25,200$1.61M1.60%+25,200NewView
NUNU HLDGS LTDORD SHS CL A98,600$1.32M1.31%−167,700−63.0%ReducedView
AUANGLOGOLD ASHANTI PLCCOM SHS13,200$1.07M1.06%−6,700−33.7%ReducedView
SESEA LTDSPONSORD ADS2,500$240K0.24%−12,200−83.0%ReducedView

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are no longer in this filing.

Cederberg Capital Ltd positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
EDUNEW ORIENTAL ED & TECHNOLOGYSPON ADR73,048$4.14M2.22%
PBR.APETROLEO BRASILEIRO S ASP ADR NON VTG149,400$2.8M1.50%

13F filings by quarter

Cederberg Capital Ltd 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202610$100.36Mvs. Q1 2026SEC
Q1 2026May 15, 202611$186.32Mvs. Q4 2025SEC
Q4 2025Feb 18, 2026Amended9$307.98Mvs. Q3 2025SEC
Q3 2025Nov 14, 202510$350.24Mvs. Q2 2025SEC
Q2 2025Aug 14, 20258$272.34Mvs. Q1 2025SEC
Q1 2025May 15, 20258$258.85Mvs. Q4 2024SEC
Q4 2024Feb 14, 20258$294.63Mvs. Q3 2024SEC
Q3 2024Nov 14, 20249$386.01Mvs. Q2 2024SEC
Q2 2024Aug 14, 20245$304.25Mvs. Q1 2024SEC
Q1 2024May 14, 20246$360.67Mvs. Q4 2023SEC
Q4 2023Feb 14, 20246$434.55Mvs. Q3 2023SEC
Q3 2023Nov 14, 20236$357.03Mvs. Q2 2023SEC
Q2 2023Aug 14, 20234$229.27Mvs. Q1 2023SEC
Q1 2023May 15, 20235$294.21Mvs. Q4 2022SEC
Q4 2022Feb 14, 20236$300.95Mvs. Q3 2022SEC
Q3 2022Nov 14, 20227$256.91Mvs. Q2 2022SEC
Q2 2022Aug 15, 20227$377.35Mvs. Q1 2022SEC
Q1 2022May 16, 202211$399.71Mvs. Q4 2021SEC
Q4 2021Feb 14, 202211$505.03Mvs. Q3 2021SEC
Q3 2021Nov 15, 202111$769.35Mvs. Q2 2021SEC
Q2 2021Aug 16, 202111$1.11Bvs. Q1 2021SEC
Q1 2021May 13, 202111$1.36B–SEC