Cederberg Capital Ltd 13F Holdings · Q2 2026
Cederberg Capital Ltd reported 10 securities worth $100.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ACMR (32.20%), NTES (23.67%), CYD (16.29%). Among its top 25 positions this quarter: 1 new, 1 added, 8 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACMR | ACM RESH INC | $32.3M | 32.20% | 254,669 | Trimmed |
| 2 | NTES | NETEASE COM INC | $23.8M | 23.67% | 185,375 | Trimmed |
| 3 | CYD | CHINA YUCHAI INTL LTD | $16.4M | 16.29% | 344,928 | Added |
| 4 | SVM | SILVERCORP METALS INC | $11.4M | 11.37% | 1.1M | Trimmed |
| 5 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $9.4M | 9.39% | 296,300 | Trimmed |
| 6 | PDD | PDD HOLDINGS INC | $2.9M | 2.86% | 37,600 | Trimmed |
| 7 | VIST | VISTA ENERGY S.A.B. DE C.V. | $1.6M | 1.60% | 25,200 | New |
| 8 | NU | NU HLDGS LTD | $1.3M | 1.31% | 98,600 | Trimmed |
| 9 | AU | ANGLOGOLD ASHANTI PLC | $1.1M | 1.06% | 13,200 | Trimmed |
| 10 | SE | SEA LTD | $240,000 | 0.24% | 2,500 | Trimmed |
| 11 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | Exited |
| 12 | PBRA | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR