Cederberg Capital Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Cederberg Capital Ltd disclosed 10 stock positions valued at approximately $100.36M as of quarter-end June 30, 2026. The largest holdings include ACM RESH INC, NETEASE COM INC, and CHINA YUCHAI INTL LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $100.36M
Holdings by Sector
Cederberg Capital Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ACM RESH INC | ACMR | Technology | 32.20% | 254,669 | -344,531 | -57.50% | $32,315,000 |
| NETEASE COM INC | NTES | Communication Services | 23.67% | 185,375 | -174,300 | -48.46% | $23,754,000 |
| CHINA YUCHAI INTL LTD | CYD | Other | 16.29% | 344,928 | +22,015 | +6.82% | $16,353,000 |
| SILVERCORP METALS INC | SVM | Basic Materials | 11.37% | 1,130,121 | -1,088,979 | -49.07% | $11,414,000 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | Consumer Cyclical | 9.39% | 296,300 | -604,300 | -67.10% | $9,422,000 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 2.86% | 37,600 | -345,500 | -90.19% | $2,868,000 |
| VISTA ENERGY S.A.B. DE C.V. | VIST | Energy | 1.60% | 25,200 | +25,200 | +100.00% | $1,608,000 |
| NU HLDGS LTD | NU | Financial Services | 1.31% | 98,600 | -167,700 | -62.97% | $1,317,000 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 1.06% | 13,200 | -6,700 | -33.67% | $1,068,000 |
| SEA LTD | SE | Consumer Cyclical | 0.24% | 2,500 | -12,200 | -82.99% | $240,000 |
Showing 10 of 10 holdings in the latest reporting period.