Q1 2026 · 13F-HR
Cederberg Capital Ltdholdings as filed
Filed 2026-05-15 · accession 0001861244-26-000003
$186,321
Reported value
11
Positions
2026-03-31
Period end
The Brief · Cederberg Capital Ltd · Q1 2026
AI · grounded in 13F
Cederberg Capital Ltd closed its position in YMM for a reduction of $31,997. The fund also exited positions in FUTU US EQUITY and FINV, while trimming its stake in EDU by 90.9562%. On the buy side, the fund established a new position in SILVERCORP METALS INC worth $23,833 and increased its holdings in ATAT by 42.839%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 64110W102 | NTES | NETEASE COM INC | $40,262 | 21.6% | 359,675 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $39,145 | 21.0% | 383,100 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $33,151 | 17.8% | 900,600 | Common | SOLE |
| 82835P103 | SVM | SILVERCORP METALS INC | $23,833 | 12.8% | 2,219,100 | Common | SOLE |
| 00108J109 | ACMR | ACM RESH INC | $23,579 | 12.7% | 599,200 | Common | SOLE |
| G21082105 | CYD | CHINA YUCHAI INTL LTD | $12,432 | 6.67% | 322,913 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $4,137 | 2.22% | 73,048 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $3,827 | 2.05% | 266,300 | Common | SOLE |
| 71654V101 | PBR/A | PETROLEO BRASILEIRO S A | $2,801 | 1.50% | 149,400 | Common | SOLE |
| G0378L100 | AU | ANGLOGOLD ASHANTI PLC | $1,937 | 1.04% | 19,900 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $1,217 | 0.65% | 14,700 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.