Holders — by stockHoldings — by fund
Cederberg Capital Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001861244
$100.4M
disclosed book value
10
positions
32.2%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ACMRACM RESH INC | 254,669 | $32.3M | 32.2% |
| 2 | NTESNETEASE COM INC | 185,375 | $23.8M | 23.7% |
| 3 | CYDCHINA YUCHAI INTL LTD | 344,928 | $16.4M | 16.3% |
| 4 | SVMSILVERCORP METALS INC | 1.1M | $11.4M | 11.4% |
| 5 | ATATATOUR LIFESTYLE HLDGS LTD | 296,300 | $9.4M | 9.4% |
| 6 | PDDPDD HOLDINGS INC | 37,600 | $2.9M | 2.9% |
| 7 | VISTVISTA ENERGY S.A.B. DE C.V. | 25,200 | $1.6M | 1.6% |
| 8 | NUNU HLDGS LTD | 98,600 | $1.3M | 1.3% |
| 9 | AUANGLOGOLD ASHANTI PLC | 13,200 | $1.1M | 1.1% |
| 10 | SESEA LTD | 2,500 | $240,000 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.