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Cederberg Capital LTD

Portfolio Manager
Cederberg Capital LTD
Performance
-10.27% (2026 Q1)
AUM (13F)
$186.32M
# of Holdings
11
Performance Rank
Allocation (Top 20)
99.99%

Cederberg Capital LTD Holdings Map

Top 11 Cederberg Capital LTD Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NTES
NETEASE COM INC
21.61%359.7K$40.3M
-23.99%(-113.50K)
2025-Q1: 645.0K shares2025-Q2: 645.0K shares2025-Q3: 569.5K shares2025-Q4: 473.2K shares2026-Q1: 359.7K shares
$65.71(+93.65%)
2026-03-31
PDD
PDD HOLDINGS INC
21.01%383.1K$39.1M
-49.32%(-372.80K)
2025-Q1: 528.7K shares2025-Q2: 512.0K shares2025-Q3: 755.9K shares2025-Q4: 755.9K shares2026-Q1: 383.1K shares
$72.55(+13.56%)
2026-03-31
ATAT
ATOUR LIFESTYLE HLDGS LTD
17.79%900.6K$33.2M
+42.84%(+270.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 630.5K shares2025-Q4: 630.5K shares2026-Q1: 900.6K shares
$35.97(-10.42%)
2026-03-31
SVM
SILVERCORP METALS INC
12.79%2.22M$23.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.22M shares
$9.54(+7.65%)
2026-03-31
ACMR
ACM RESH INC
12.66%599.2K$23.6M
-13.65%(-94.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 496.5K shares2025-Q4: 693.9K shares2026-Q1: 599.2K shares
$34.44(+183.87%)
2026-03-31
CYD
CHINA YUCHAI INTL LTD
6.67%322.9K$12.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 322.9K shares
$37.00(+17.27%)
2026-03-31
EDU
NEW ORIENTAL ED & TECHNOLOGY
2.22%73.0K$4.1M
-91.88%(-826.67K)
2025-Q1: 948.9K shares2025-Q2: 928.5K shares2025-Q3: 807.7K shares2025-Q4: 899.7K shares2026-Q1: 73.0K shares
$49.86(-5.67%)
2026-03-31
NU
NU HLDGS LTD
2.05%266.3K$3.8M
-30.45%(-116.60K)
2025-Q1: 350.6K shares2025-Q2: 350.6K shares2025-Q3: 382.9K shares2025-Q4: 382.9K shares2026-Q1: 266.3K shares
$8.91(+52.74%)
2026-03-31
PBR.A
PETROLEO BRASILEIRO S A
1.5%149.4K$2.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 149.4K shares
$15.01(-3.26%)
2026-03-31
AU
ANGLOGOLD ASHANTI PLC
1.04%19.9K$1.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 19.9K shares
$91.32(-7.30%)
2026-03-31

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