Cederberg Capital Ltd
13F Reported Value
ⓘ$100.4M
Holdings
10
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cederberg Capital Ltd disclosed 10 positions worth $100.4M in its Form 13F-HR for Q2 2026, led by $ACMR (ACM Research, Inc.) at 32.2% of the equity portfolio, followed by $NTES and $CYD. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $VIST and a full exit from $EDU. The portfolio is most concentrated in Industrials (51.6% 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 — Q2 2026
Click any card to unlockTop Holdings
- 54.0#1,356
Quality
$32.3M254,669 sh - —
Quality
$23.8M185,375 sh - —
Quality
$16.4M344,928 sh - —
Quality
$11.4M1,130,121 sh - —
Quality
$9.4M296,300 sh - —
Quality
$2.9M37,600 sh - —
Quality
$1.6M25,200 sh - —
Quality
$1.3M98,600 sh - —
Quality
$1.1M13,200 sh - —
Quality
$240.0K2,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ACM Research, Inc.$ACMR | 54.0#1,356 | $32.3M | 254,669 |
 NetEase, Inc.$NTES | — | $23.8M | 185,375 |
 CHINA YUCHAI INTERNATIONAL LTD$CYD | — | $16.4M | 344,928 |
 SILVERCORP METALS INC$SVM | — | $11.4M | 1,130,121 |
 Atour Lifestyle Holdings Ltd$ATAT | — | $9.4M | 296,300 |
 PDD Holdings Inc.$PDD | — | $2.9M | 37,600 |
 Vista Energy, S.A.B. de C.V.$VIST | — | $1.6M | 25,200 |
 Nu Holdings Ltd.$NU | — | $1.3M | 98,600 |
 AngloGold Ashanti PLC$AU | — | $1.1M | 13,200 |
 Sea Ltd$SE | — | $240.0K | 2,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cederberg Capital Ltd's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Industrials
$51.8M
Technology
$23.8M
Materials
$12.5M
Consumer Discretionary
$9.4M
Energy
$1.6M
Financials
$1.3M
Full Holdings — Cederberg Capital Ltd (Q2 2026)
All 10 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 | $ACMR | ACM Research, Inc. | $32.3M | 32.2% | -57% | 54 |
| 2 | $NTES | NetEase, Inc. | $23.8M | 23.7% | -48% | — |
| 3 | $CYD | CHINA YUCHAI INTERNATIONAL LTD | $16.4M | 16.3% | +7% | — |
| 4 | $SVM | SILVERCORP METALS INC | $11.4M | 11.4% | -49% | — |
| 5 | $ATAT | Atour Lifestyle Holdings Ltd | $9.4M | 9.4% | -67% | — |
| 6 | $PDD | PDD Holdings Inc. | $2.9M | 2.9% | -90% | — |
| 7 | $VIST | Vista Energy, S.A.B. de C.V. | $1.6M | 1.6% | NEW | — |
| 8 | $NU | Nu Holdings Ltd. | $1.3M | 1.3% | -63% | — |
| 9 | $AU | AngloGold Ashanti PLC | $1.1M | 1.1% | -34% | — |
| 10 | $SE | Sea Ltd | $240,000 | 0.2% | -83% | — |
New Positions (1)
$VIST Vista Energy, S.A.B. de C.V.$1.6MExited Positions (2)
$EDU New Oriental Education & Technology Group Inc.Browse Top Institutional Investors
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