Cederberg Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Cederberg Capital LTD disclosed 11 US equity positions worth $186.3m in its Q1 2026 13F filing. The largest position was NTES at 21.6% of the reported book, followed by PDD and ATAT.
What did Cederberg Capital LTD own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NTES NETEASE COM INC | Communication Services | 21.6% | $40.3m | 359,675 | – | |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 21.0% | $39.1m | 383,100 | – | |
| 3 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 17.8% | $33.2m | 900,600 | – | |
| 4 | SVM SILVERCORP METALS INC | Basic Materials | 12.8% | $23.8m | 2,219,100 | – | |
| 5 | ACMR ACM RESH INC | Technology | 12.7% | $23.6m | 599,200 | – | |
| 6 | CHINA YUCHAI INTL LTD | 6.7% | $12.4m | 322,913 | – | ||
| 7 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 2.2% | $4.1m | 73,048 | – | |
| 8 | NU NU HLDGS LTD | Financial Services | 2.1% | $3.8m | 266,300 | – | |
| 9 | PBR/A PETROLEO BRASILEIRO S A | 1.5% | $2.8m | 149,400 | – | ||
| 10 | AU ANGLOGOLD ASHANTI PLC | Basic Materials | 1.0% | $1.9m | 19,900 | – | |
| 11 | SE SEA LTD | Consumer Cyclical | 0.7% | $1.2m | 14,700 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.