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Cederberg Capital Ltd

SEC CIK
0001861244
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
10
−1 vs. Q1 2026
Portfolio value
$100.4M
−$86.0M (−46.1%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Cederberg Capital Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ACMRACM Research, Inc.Stock254,669$32.3M32.2%−344,531−57.5%ReducedHistory
NTESNetEase, Inc.SPONSORED ADS185,375$23.8M23.7%−174,300−48.5%ReducedHistory
CYDChina Yuchai International LtdCOM344,928$16.4M16.3%+22,015+6.8%AddedHistory
SVMSilvercorp Metals IncCOM1,130,121$11.4M11.4%−1,088,979−49.1%ReducedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS296,300$9.42M9.4%−604,300−67.1%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS37,600$2.87M2.9%−345,500−90.2%ReducedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS25,200$1.61M1.6%+25,200NewHistory
NUNu Holdings Ltd.ORD SHS CL A98,600$1.32M1.3%−167,700−63.0%ReducedHistory
AUAngloGold Ashanti PLCCOM SHS13,200$1.07M1.1%−6,700−33.7%ReducedHistory
SESea LtdSPONSORD ADS2,500$240.0K0.2%−12,200−83.0%ReducedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Cederberg Capital Ltd sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
EDUNew Oriental Education & Technology Group Inc.SPON ADR73,048$4.14M2.2%History
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG149,400$2.80M1.5%History