2026 Q1 Portfolio Activity
In 2026 Q1, Cederberg Capital Ltd maintained a portfolio of 14 distinct positions. The most significant new addition was SILVERCORP METALS INC, now representing 12.79% of the total fund value. They heavily accumulated shares in ATOUR LIFESTYLE HLDGS LTD, increasing the position by 42.8%. The fund also reduced its exposure to EDU US EQUITY by 91.0%.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
NTES (21.6%)
Top 10 Concentration
99.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Cederberg Capital Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NTES
NETEASE COM INC
|
Communication Services | 21.61% | 24.71% |
#1
1
Prev: #2
|
6.0 |
—
|
-209,800 | -36.8% |
P
S
|
359,675 | $40,262 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 21.01% | 28.53% |
#2
1
Prev: #1
|
5.5 |
—
|
-372,800 | -49.3% |
P
S
|
383,100 | $39,145 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ATAT
ATOUR LIFESTYLE...
|
Consumer Cyclical | 17.79% | 6.77% |
#3
3
Prev: #6
|
7.5 |
—
|
270,100 | 42.8% |
P
S
|
900,600 | $33,151 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SVM
SILVERCORP META...
|
Basic Materials | 12.79% | — |
#4
Prev: #—
|
8.0 |
—
|
2,219,100 | — |
NEW
|
2,219,100 | $23,833 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACMR
ACM RESH INC
|
Technology | 12.66% | 5.55% |
#5
2
Prev: #7
|
7.0 |
—
|
102,700 | 20.7% |
P
S
|
599,200 | $23,579 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CYD
CHINA YUCHAI IN...
|
Consumer Cyclical | 6.67% | — |
#6
Prev: #—
|
6.2 |
—
|
322,913 | — |
NEW
|
322,913 | $12,432 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EDU
NEW ORIENTAL ED...
|
Consumer Defensive | 2.22% | 12.24% |
#7
4
Prev: #3
|
0.9 |
—
|
-734,670 | -91.0% |
P
S
|
73,048 | $4,137 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 2.05% | 1.75% |
#8
Prev: #8
|
0.8 |
—
|
-116,600 | -30.5% |
P
S
|
266,300 | $3,827 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PBR/A
PETROLEO BRASIL...
|
Energy | 1.50% | — |
#9
Prev: #—
|
4.1 |
—
|
149,400 | — |
NEW
|
149,400 | $2,801 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AU
ANGLOGOLD ASHAN...
|
Basic Materials | 1.04% | — |
#10
Prev: #—
|
3.9 |
—
|
19,900 | — |
NEW
|
19,900 | $1,937 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 0.65% | 0.90% |
#11
1
Prev: #10
|
0.8 |
—
|
-2,900 | -16.5% |
P
S
|
14,700 | $1,217 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FINV
FINV US EQUITY
|
Financial Services | 0.00% | 1.43% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-680,600 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FUTU
FUTU US EQUITY
|
Financial Services | 0.00% | 8.99% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-181,105 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YMM
YMM US EQUITY
|
Technology | 0.00% | 9.14% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-2,467,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-14 of 14 holdings