StockDriftsStockDriftsTop 10 Cederberg Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACMR | ACM RESH INC | 32.2% | 254.7K | $32.3M | -57.50%(-344.53K) | $34.44(+135.73%) | 2026-06-30 | |
| NTES | NETEASE COM INC | 23.67% | 185.4K | $23.8M | -48.46%(-174.30K) | $65.71(+86.66%) | 2026-06-30 | |
| CYD | CHINA YUCHAI INTL LTD | 16.29% | 344.9K | $16.4M | +6.82%(+22.02K) | $37.33(+22.06%) | 2026-06-30 | |
| SVM | SILVERCORP METALS INC | 11.37% | 1.13M | $11.4M | -49.07%(-1.09M) | $9.54(+23.48%) | 2026-06-30 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 9.39% | 296.3K | $9.4M | -67.10%(-604.30K) | $35.97(-8.05%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 2.86% | 37.6K | $2.9M | -90.19%(-345.50K) | $72.55(+16.02%) | 2026-06-30 | |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 1.6% | 25.2K | $1.6M | new | $70.18(-5.68%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 1.31% | 98.6K | $1.3M | -62.97%(-167.70K) | $8.91(+56.34%) | 2026-06-30 | |
| AU | ANGLOGOLD ASHANTI PLC | 1.06% | 13.2K | $1.1M | -33.67%(-6.70K) | $91.32(+4.11%) | 2026-06-30 | |
| SE | SEA LTD | 0.24% | 2.5K | $240K | -82.99%(-12.20K) | $129.68(-4.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.01% | +60.21% | -17.94% | -62.80% |
| Top 20 Holdings Unweighted | +13.52% | +46.31% | -22.08% | -71.28% |
Cederberg Capital LTD reports $100.36M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are ACMR (32.2%), NTES (23.7%) and CYD (16.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +60.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cederberg Capital LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861244). View Cederberg Capital LTD’s 13F filings on SEC