Cederberg Capital Ltd — 13F Holdings & Portfolio
CIK 1861244 · latest 13F-HR filed 2026-08-14
Cederberg Capital Ltd manages $100.4M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ACMR (32.20%), NTES (23.67%), CYD (16.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 2; 2 existing positions rose in reported value and 7 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Oct 14, 2026.
LONDON SW1Y 6JB
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CEDERBERG CAPITAL (CAYMAN) Control | SHAREHOLDER since Dec 2011 | 75% or more | Foreign Entity |
| DU PLESSIS, LINDY, NMN Control | HEAD OF CLIENT SERVICES (EXCO) since Oct 2020 | Less than 5% | Individual |
| JONES, DAFYDD, OWEN Control | CHIEF FINANCIAL OFFICER (EXCO) since Sep 2022 | Less than 5% | Individual |
| KRIGE, DAWID, NMN Control | CHIEF EXECUTIVE OFFICER, FOUNDER (EXCO) since Jan 2012 | Less than 5% | Individual |
| REYNOLDS, JOSEPH, NMN Control | CHIEF OPERATING,COMPLIANCE AND RISK OFFICER (EXCO) since Apr 2021 | Less than 5% | Individual |
| CEDERBERG CAPITAL (CAYMAN) Control Indirect owner via CEDERBERG CAPITAL (CAYMAN) | SHAREHOLDER since Sep 2011 | 75% or more | Domestic Entity |
| KRIGE, DAWID, NMN Control Indirect owner via CEDERBERG CAPITAL (CAYMAN) | SHAREHOLDER since Sep 2011 | 25–50% | Individual |
| BOWIE KRIGE, MICHELLE, BEATRICE WRIGHT Indirect owner via CEDERBERG CAPITAL (CAYMAN) | SHAREHOLDER since Mar 2022 | 25–50% | Individual |
Ownership & leadership changes · 9 filings with changes since Jun 28, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedCEDERBERG CAPITAL (CAYMAN) · SHAREHOLDER · 75% or more · indirect via CEDERBERG CAPITAL (CAYMAN) · control person
- ChangedKRIGE, DAWID, NMN · ownership 50–75% → Less than 5%
- ChangedJONES, DAFYDD, OWEN · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER (EXCO)
- ChangedKRIGE, DAWID, NMN · ownership Less than 5% → 50–75%
- ChangedREYNOLDS, JOSEPH, NMN · title CHIEF OPERATING, COMPLIANCE AND RISK OFFICER (EXCO) → CHIEF OPERATING,COMPLIANCE AND RISK OFFICER (EXCO)
- ChangedBOWIE KRIGE, MICHELLE, BEATRICE WRIGHT · indirect via CEDERBERG CAPITAL (CAYMAN): no longer a control person
- No longer listedZHANG, DA WEI · ANALYST (EXCO MEMBER) · Less than 5% · control person · listed since Jan 2021
- No longer listedvan der Merwe, Petrus, Lodewikus · CHIEF FINANCIAL OFFICER (EXCO) · Less than 5% · control person · listed since Apr 2021
- AddedBOWIE KRIGE, MICHELLE, BEATRICE WRIGHT · SHAREHOLDER · 25–50% · indirect via CEDERBERG CAPITAL (CAYMAN) · control person
- AddedJONES, DAFYDD, OWEN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedKRIGE, DAWID, NMN · ownership 50–75% → Less than 5%
- ChangedKRIGE, DAWID, NMN · indirect via CEDERBERG CAPITAL (CAYMAN): ownership 50–75% → 25–50%
- ChangedREYNOLDS, JOSEPH, NMN · title CHIEF OPERATING AND RISK OFFICER (EXCO) → CHIEF OPERATING, COMPLIANCE AND RISK OFFICER (EXCO)
- Changedvan der Merwe, Petrus, Lodewikus · title CHIEF FINANCIAL AND COMPLIANCE OFFICER (EXCO) → CHIEF FINANCIAL OFFICER (EXCO)
- No longer listedDu, Boqian · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2017
- No longer listedNg, Daniel · HEAD OF RESEARCH · Less than 5% · control person · listed since Jul 2017
- AddedDU PLESSIS, LINDY, NMN · HEAD OF CLIENT SERVICES (EXCO) · Less than 5% · control person
- AddedREYNOLDS, JOSEPH, NMN · CHIEF OPERATING AND RISK OFFICER (EXCO) · Less than 5% · control person
- AddedZHANG, DA WEI · ANALYST (EXCO MEMBER) · Less than 5% · control person
- ChangedKRIGE, DAWID, NMN · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER, FOUNDER (EXCO); ownership Less than 5% → 50–75%
- Changedvan der Merwe, Petrus, Lodewikus · title CHIEF OPERATING OFFICER → CHIEF FINANCIAL AND COMPLIANCE OFFICER (EXCO)
- ChangedDu, Boqian · title COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
- ListedCEDERBERG CAPITAL (CAYMAN) · SHAREHOLDER · 75% or more · control person
- ListedDu, Boqian · COMPLIANCE OFFICER · Less than 5% · control person
- ListedKRIGE, DAWID, NMN · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedKRIGE, DAWID, NMN · SHAREHOLDER · 50–75% · indirect via CEDERBERG CAPITAL (CAYMAN) · control person
- ListedNg, Daniel · HEAD OF RESEARCH · Less than 5% · control person
- Listedvan der Merwe, Petrus, Lodewikus · CHIEF OPERATING OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Trims
- PDD HOLDINGS INC-$36.3M -92.7%
- ATOUR LIFESTYLE HLDGS LTD-$23.7M -71.6%
- NETEASE COM INC-$16.5M -41.0%
- SILVERCORP METALS INC-$12.4M -52.1%
- NU HLDGS LTD-$2.5M -65.6%
Cederberg Capital Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ACM RESH INC | ACMR | 00108J109 | $32.3M | 32.20% | 254,669 | SH |
| 2 | NETEASE COM INC | NTES | 64110W102 | $23.8M | 23.67% | 185,375 | SH |
| 3 | CHINA YUCHAI INTL LTD | CYD | G21082105 | $16.4M | 16.29% | 344,928 | SH |
| 4 | SILVERCORP METALS INC | SVM | 82835P103 | $11.4M | 11.37% | 1,130,121 | SH |
| 5 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $9.4M | 9.39% | 296,300 | SH |
| 6 | PDD HOLDINGS INC | PDD | 722304102 | $2.9M | 2.86% | 37,600 | SH |
| 7 | VISTA ENERGY S.A.B. DE C.V. | VIST | 92837L109 | $1.6M | 1.60% | 25,200 | SH |
| 8 | NU HLDGS LTD | NU | G6683N103 | $1.3M | 1.31% | 98,600 | SH |
| 9 | ANGLOGOLD ASHANTI PLC | AU | G0378L100 | $1.1M | 1.06% | 13,200 | SH |
| 10 | SEA LTD | SE | 81141R100 | $240.0K | 0.24% | 2,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $100.4M | 10 | 0001861244-26-000004 |
| 2026-03-31 | 2026-05-15 | $186.3M | 11 | 0001861244-26-000003 |
| 2025-12-31 | 2026-02-18 | $308.0M | 9 | 0001861244-26-000002 |
| 2025-12-31 | 2026-02-17 | $350.2M | 10 | 0001861244-26-000001 |
LONDON, X0 SW1Y 6JB