Cederberg Capital Ltd
13F Reported Value
ⓘ$186,321
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cederberg Capital Ltd disclosed 11 positions worth $186,321 in its Form 13F-HR for Q1 2026, led by $NTES (NetEase, Inc.) at 21.6% of the equity portfolio, followed by $PDD and $ATAT. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $SVM and a full exit from $FUTU. The portfolio is most concentrated in Industrials (41.0% of disclosed assets). All figures are sourced directly from Cederberg Capital Ltd’s Form 13F-HR filing with the SEC under CIK 1861244.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$40.3K359,675 sh - —
Quality
$39.1K383,100 sh - —
Quality
$33.2K900,600 sh - —
Quality
$23.8K2,219,100 sh - 54.8
Quality
$23.6K599,200 sh - —
Quality
$12.4K322,913 sh - $4.1K73,048 sh
- —
Quality
$3.8K266,300 sh PETROLEO BRASILEIRO S A
—Quality
$2.8K149,400 sh- —
Quality
$1.9K19,900 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NetEase, Inc.$NTES | — | $40.3K | 359,675 |
 PDD Holdings Inc.$PDD | — | $39.1K | 383,100 |
 Atour Lifestyle Holdings Ltd$ATAT | — | $33.2K | 900,600 |
 SILVERCORP METALS INC$SVM | — | $23.8K | 2,219,100 |
 ACM Research, Inc.$ACMR | 54.8 | $23.6K | 599,200 |
 CHINA YUCHAI INTERNATIONAL LTD$CYD | — | $12.4K | 322,913 |
 New Oriental Education & Technology Group Inc.$EDU | — | $4.1K | 73,048 |
 Nu Holdings Ltd.$NU | — | $3.8K | 266,300 |
| PETROLEO BRASILEIRO S A | — | $2.8K | 149,400 |
 AngloGold Ashanti PLC$AU | — | $1.9K | 19,900 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cederberg Capital Ltd's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Industrials
$76,373
Technology
$40,262
Consumer Discretionary
$37,288
Materials
$25,770
Financials
$3,827
Other
$2,801
Full Holdings — Cederberg Capital Ltd (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NTES | NetEase, Inc. | $40,262 | 21.6% | -66% | — |
| 2 | $PDD | PDD Holdings Inc. | $39,145 | 21.0% | -75% | — |
| 3 | $ATAT | Atour Lifestyle Holdings Ltd | $33,151 | 17.8% | -29% | — |
| 4 | $SVM | SILVERCORP METALS INC | $23,833 | 12.8% | NEW | — |
| 5 | $ACMR | ACM Research, Inc. | $23,579 | 12.7% | -50% | 54.8 |
| 6 | $CYD | CHINA YUCHAI INTERNATIONAL LTD | $12,432 | 6.7% | NEW | — |
| 7 | $EDU | New Oriental Education & Technology Group Inc. | $4,137 | 2.2% | -96% | — |
| 8 | $NU | Nu Holdings Ltd. | $3,827 | 2.0% | -65% | — |
| 9 | — | PETROLEO BRASILEIRO S A | $2,801 | 1.5% | NEW | — |
| 10 | $AU | AngloGold Ashanti PLC | $1,937 | 1.0% | NEW | — |
| 11 |  $SE | Sea Ltd | $1,217 | 0.7% | -62% | — |
New Positions (4)
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