Back to funds
View filing
Cederberg Capital Ltd
hedge fundUpdated 27 days agoManaged by Cederberg Capital Ltd • Latest filing Q2 2026
Portfolio value
$100.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
8.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $294.2M |
| Q2 2023 | $229.3M |
| Q3 2023 | $357M |
| Q4 2023 | $434.6M |
| Q1 2024 | $360.7M |
| Q2 2024 | $304.2M |
| Q3 2024 | $386M |
| Q4 2024 | $294.6M |
| Q1 2025 | $258.9M |
| Q2 2025 | $272.3M |
| Q3 2025 | $350.2M |
| Q4 2025 | $350.2M |
| Q1 2026 | $186.3M |
| Q2 2026 | $100.4M |
Top holdings
10 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ACMR ACM RESH INC | $32.3M | 254.7K | 32.20% | — |
| 2 | N NFLX NETEASE COM INC | $23.8M | 185.4K | 23.67% | — |
| 3 | C CYD CHINA YUCHAI INTL LTD | $16.4M | 344.9K | 16.29% | — |
| 4 | S SVM SILVERCORP METALS INC | $11.4M | 1.13M | 11.37% | — |
| 5 | A ATAT ATOUR LIFESTYLE HLDGS LTD | $9.4M | 296.3K | 9.39% | — |
| 6 | P PDD PDD HOLDINGS INC | $2.9M | 37.6K | 2.86% | — |
| 7 | ? N/A VISTA ENERGY S.A.B. DE C.V. | $1.6M | 25.2K | 1.60% | — |
| 8 | N NU NU HLDGS LTD | $1.3M | 98.6K | 1.31% | — |
| 9 | A AU ANGLOGOLD ASHANTI PLC | $1.1M | 13.2K | 1.06% | — |
| 10 | S SE SEA LTD | $240K | 2.5K | 0.24% | — |