Cederberg Capital LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Cederberg Capital LTD disclosed 10 US equity positions worth $100.4m in its Q2 2026 13F filing. The largest position was ACMR at 32.2% of the reported book, followed by NTES and CHINA YUCHAI INTL LTD. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 8 among the top 10 holdings.
What did Cederberg Capital LTD own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ACMR ACM RESH INC | Technology | 32.2% | $32.3m | 254,669 | -57% | reduced |
| 2 | NTES NETEASE COM INC | Communication Services | 23.7% | $23.8m | 185,375 | -48% | reduced |
| 3 | CHINA YUCHAI INTL LTD | 16.3% | $16.4m | 344,928 | 7% | added | |
| 4 | SVM SILVERCORP METALS INC | Basic Materials | 11.4% | $11.4m | 1,130,121 | -49% | reduced |
| 5 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 9.4% | $9.4m | 296,300 | -67% | reduced |
| 6 | PDD PDD HOLDINGS INC | Consumer Cyclical | 2.9% | $2.9m | 37,600 | -90% | reduced |
| 7 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 1.6% | $1.6m | 25,200 | – | new |
| 8 | NU NU HLDGS LTD | Financial Services | 1.3% | $1.3m | 98,600 | -63% | reduced |
| 9 | AU ANGLOGOLD ASHANTI PLC | Basic Materials | 1.1% | $1.1m | 13,200 | -34% | reduced |
| 10 | SE SEA LTD | Consumer Cyclical | 0.2% | $240.0k | 2,500 | -83% | reduced |
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.