Cederberg Capital Ltd
CIK 1861244 · View on SEC EDGAR ↗
- Portfolio value
- $100K
- Positions
- 10
- As of
- June 30, 2026
#9,403 of 9,443 by 13F value · top 99.6%
Portfolio value QoQ: -46.1% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 4.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.85% Est. buys $2,652 · sells $133,512
Median holding: 3.5 quarters Tracked Q4 2024–Q2 2026 · 55.6% still held
- New positions
- 1
- Increased
- 1
- Decreased
- 8
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
32.2%
Communication Services
23.7%
Industrials
16.3%
Consumer Discretionary
9.4%
Retail
3.1%
Energy
1.6%
Financials
1.3%
Materials
1.1%
Other/Unmapped
11.4%
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ACMR ACM Research, Inc. - Class A Common Stock | $32,315 | 32.20% | 254,669 | $8,736 | Down ×2 | ||
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | $23,754 | 23.67% | 185,375 | $-16,508 | Down ×4 | ||
| CYD China Yuchai International Limited Common Stock | $16,353 | 16.29% | 344,928 | $3,921 | Up ×1 | ||
| SVM | $11,414 | 11.37% | 1,130,121 | $-12,419 | Down ×1 | ||
| ATAT Atour Lifestyle Holdings Limited - American Depositary Shares | $9,422 | 9.39% | 296,300 | $-23,729 | Down ×1 | ||
| PDD PDD Holdings Inc. - American Depositary Shares | $2,868 | 2.86% | 37,600 | $-36,277 | Down ×2 | ||
| VIST Vista Energy S.A.B. de C.V. American Depositary Shares, each representing one series A share, with no par value | $1,608 | 1.60% | 25,200 | Up ×1 | |||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $1,317 | 1.31% | 98,600 | $-2,510 | Down ×2 | ||
| AU AngloGold Ashanti PLC Ordinary Shares | $1,068 | 1.06% | 13,200 | $-869 | Down ×1 | ||
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $240 | 0.24% | 2,500 | $-977 | Down ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VIST | $1,608 | 25,200 | 1.60% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ATAT | Trimmed | -604K | -$24K |
| NTES | Trimmed | -174K | -$17K |
| SVM | Trimmed | -1.1M | -$12K |
| ACMR | Trimmed | -345K | +$9K |
| CYD | Bought more | +22K | +$4K |
| NU | Trimmed | -168K | -$3K |
| AU | Trimmed | -7K | -$869 |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BEKE | March 31, 2025 | 2,390,900 | $44,040 | -15.6% |
| FUTU | March 31, 2026 | 162,905 | $26,751 | -18.7% |
| HTHT | Sept. 30, 2025 | 698,200 | $23,683 | 27.1% |
| YMM | March 31, 2026 | 1,828,900 | $19,624 | 4.3% |
| BZ | March 31, 2025 | 794,954 | $10,970 | -17.3% |
| FINV | Dec. 31, 2025 | 680,600 | $5,016 | -16.1% |
| EDU | June 30, 2026 | 73,048 | $4,137 | 23.1% |
| PBRA | June 30, 2026 | 149,400 | $2,801 | No longer tracked |