Cederberg Capital Ltd

LONDON, X0 · CIK 1861244 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$100.4m reported value -46.1% vs Q1 2026

10positions

100.0%in top 10

1 new 1 added 8 reduced 2 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Cederberg Capital Asia Ltd – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ACM RESH INC COM CL A ACMR	ACMR	254,669	$32.3m32.20%	32.20%	Reduced -344.5k	-344,531 -57.5%
2	NETEASE INC SPONSORED ADS NTES	NTES	185,375	$23.8m23.67%	23.67%	Reduced -174.3k	-174,300 -48.5%
3	CHINA YUCHAI INTL LTD COM CYD	CYD	344,928	$16.4m16.29%	16.29%	Added +22.0k	+22,015 6.8%
4	SILVERCORP METALS INC COM SVM	SVM	1,130,121	$11.4m11.37%	11.37%	Reduced -1.1m	-1,088,979 -49.1%
5	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	296,300	$9.4m9.39%	9.39%	Reduced -604.3k	-604,300 -67.1%
6	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	37,600	$2.9m2.86%	2.86%	Reduced -345.5k	-345,500 -90.2%
7	VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST	VIST	25,200	$1.6m1.60%	1.60%	New
8	NU HLDGS LTD ORD SHS CL A NU	NU	98,600	$1.3m1.31%	1.31%	Reduced -167.7k	-167,700 -63.0%
9	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	13,200	$1.1m1.06%	1.06%	Reduced -6.7k	-6,700 -33.7%
10	SEA LTD SPONSORD ADS SE	SE	2,500	$240.0k0.24%	0.24%	Reduced -12.2k	-12,200 -83.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NEW ORIENTAL ED & TECHNOLOGY EDU	EDU	73,048	$4.1m73.0k shares
PETROLEO BRASILEIRO SA PETRO PBR.A	PBR.A	149,400	$2.8m149.4k shares