Cederberg Capital Ltd — 13F Holdings & Portfolio
CIK 1861244 · latest 13F-HR filed 2026-05-15
Cederberg Capital Ltd manages $186.3K in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NTES (21.61%), PDD (21.01%), ATAT (17.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 1, and trimmed 6.
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.
$186.3K
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −2 / ↑1 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- PDD HOLDINGS INC-$46.6K -54.3%
- NEW ORIENTAL ED & TECHNOLOGY-$45.4K -91.6%
- NETEASE COM INC-$24.9K -38.2%
- ACM RESH INC-$3.8K -13.9%
- NU HLDGS LTD-$2.6K -40.3%
New Positions
- SILVERCORP METALS INC$23.8K
- CHINA YUCHAI INTL LTD$12.4K
- PETROLEO BRASILEIRO S A$2.8K
- ANGLOGOLD ASHANTI PLC$1.9K
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 | NETEASE COM INC | NTES | 64110W102 | $40.3K | 21.61% | 359,675 | SH |
| 2 | PDD HOLDINGS INC | PDD | 722304102 | $39.1K | 21.01% | 383,100 | SH |
| 3 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $33.2K | 17.79% | 900,600 | SH |
| 4 | SILVERCORP METALS INC | SVM | 82835P103 | $23.8K | 12.79% | 2,219,100 | SH |
| 5 | ACM RESH INC | ACMR | 00108J109 | $23.6K | 12.66% | 599,200 | SH |
| 6 | CHINA YUCHAI INTL LTD | CYD | G21082105 | $12.4K | 6.67% | 322,913 | SH |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | EDU | 647581206 | $4.1K | 2.22% | 73,048 | SH |
| 8 | NU HLDGS LTD | NU | G6683N103 | $3.8K | 2.05% | 266,300 | SH |
| 9 | PETROLEO BRASILEIRO S A | PBR.A | 71654V101 | $2.8K | 1.50% | 149,400 | SH |
| 10 | ANGLOGOLD ASHANTI PLC | AU | G0378L100 | $1.9K | 1.04% | 19,900 | SH |
| 11 | SEA LTD | SE | 81141R100 | $1.2K | 0.65% | 14,700 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |