Skip to main content

Cederberg Capital Ltd

SEC CIK
0001861244
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
11
+2 vs. Q4 2025
Portfolio value
$186.3M
−$121.7M (−39.5%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Cederberg Capital Ltd in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTESNetEase, Inc.SPONSORED ADS359,675$40.3M21.6%−113,500−24.0%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS383,100$39.1M21.0%−372,800−49.3%ReducedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS900,600$33.2M17.8%+270,100+42.8%AddedHistory
SVMSilvercorp Metals IncCOM2,219,100$23.8M12.8%+2,219,100NewHistory
ACMRACM Research, Inc.Stock599,200$23.6M12.7%−94,700−13.6%ReducedHistory
CYDChina Yuchai International LtdCOM322,913$12.4M6.7%+322,913NewHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR73,048$4.14M2.2%−826,670−91.9%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A266,300$3.83M2.1%−116,600−30.5%ReducedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG149,400$2.80M1.5%+149,400NewHistory
AUAngloGold Ashanti PLCCOM SHS19,900$1.94M1.0%+19,900NewHistory
SESea LtdSPONSORD ADS14,700$1.22M0.7%−6,000−29.0%ReducedHistory

Sold out since Q4 2025 (2)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Cederberg Capital Ltd sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
FUTUFutu Holdings LtdSPON ADS CL A162,905$26.8M8.7%History
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,828,900$19.6M6.4%History