Fund · CIK 1861244 · concentrated
Cederberg Capital Ltd
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$100M −46%
Positions10
Opened · sold out1 · 2
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| ACMRAcm Research Inc-Class AStock | 32.2% | $32.3M | 254,669 | Cut −57% |
| NTESNetease Inc-AdrADR | 23.7% | $23.8M | 185,375 | Cut −48% |
| CYDChina Yuchai Intl LtdCOM | 16.3% | $16.4M | 344,928 | Added +7% |
| SVMSilvercorp Metals IncEQUITY | 11.4% | $11.4M | 1,130,121 | Cut −49% |
| ATATAtour Lifestyle Holdings-AdrCOM | 9.4% | $9.4M | 296,300 | Cut −67% |
| PDDPdd Holdings IncADR | 2.9% | $2.9M | 37,600 | Cut −90% |
| VISTVista Energy Sab de CvADR | 1.6% | $1.6M | 25,200 | New |
| NUNu Holdings Ltd/Cayman Isl-AStock | 1.3% | $1.3M | 98,600 | Cut −63% |
| AUAnglogold Ashanti PLCCOM SHS | 1.1% | $1.1M | 13,200 | Cut −34% |
| SESea Ltd-AdrADR | 0.2% | $240K | 2,500 | Cut −83% |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| EDUNew Oriental Educatio-Sp ADRADR | 2.2% | $4.1M |
| PBR-APetroleo Brasil-Sp Pref ADRSP ADR NON VTG | 1.5% | $2.8M |
This filing reported values in thousands of dollars; they are shown here in dollars.