Cederberg Capital Ltd — 13F Holdings & Portfolio
CIK 1861244 · latest 13F-HR filed 2026-08-14
Cederberg Capital Ltd manages $100.4K 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, exited 2, added to 2, and trimmed 7.
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.
LONDON, X0 SW1Y 6JB
$100.4K
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −2 / ↑2 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- PDD HOLDINGS INC-$36.3K -92.7%
- ATOUR LIFESTYLE HLDGS LTD-$23.7K -71.6%
- NETEASE COM INC-$16.5K -41.0%
- SILVERCORP METALS INC-$12.4K -52.1%
- NU HLDGS LTD-$2.5K -65.6%
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 | $32.3K | 32.20% | 254,669 | SH |
| 2 | NETEASE COM INC | NTES | 64110W102 | $23.8K | 23.67% | 185,375 | SH |
| 3 | CHINA YUCHAI INTL LTD | CYD | G21082105 | $16.4K | 16.29% | 344,928 | SH |
| 4 | SILVERCORP METALS INC | SVM | 82835P103 | $11.4K | 11.37% | 1,130,121 | SH |
| 5 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $9.4K | 9.39% | 296,300 | SH |
| 6 | PDD HOLDINGS INC | PDD | 722304102 | $2.9K | 2.86% | 37,600 | SH |
| 7 | VISTA ENERGY S.A.B. DE C.V. | VIST | 92837L109 | $1.6K | 1.60% | 25,200 | SH |
| 8 | NU HLDGS LTD | NU | G6683N103 | $1.3K | 1.31% | 98,600 | SH |
| 9 | ANGLOGOLD ASHANTI PLC | AU | G0378L100 | $1.1K | 1.06% | 13,200 | SH |
| 10 | SEA LTD | SE | 81141R100 | $240 | 0.24% | 2,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $100.4K | 10 | 0001861244-26-000004 |
| 2026-03-31 | 2026-05-15 | $186.3K | 11 | 0001861244-26-000003 |
| 2025-12-31 | 2026-02-18 | $308.0K | 9 | 0001861244-26-000002 |
| 2025-12-31 | 2026-02-17 | $350.2K | 10 | 0001861244-26-000001 |