Cederberg Capital Ltd
Net seller this quarter
$100M
10
-$129M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ACMR | $32.3M | 32.20% | 0.60% | -57.5% | Q3 2025 |
 NTES | $23.8M | 23.67% | 0.01% | -48.5% | Q4 2018 |
 CYD | $16.4M | 16.29% | 0.92% | +6.8% | Q1 2026 |
 SVM | $11.4M | 11.37% | 0.51% | -49.1% | Q1 2026 |
 ATAT | $9.42M | 9.39% | 0.07% | -67.1% | Q3 2025 |
 PDD | $2.87M | 2.86% | 0.00% | -90.2% | Q1 2022 |
 VIST | $1.61M | 1.60% | 0.03% | New | Q2 2026 |
 NU | $1.32M | 1.31% | Not reported | -63.0% | Q2 2023 |
 AU | $1.07M | 1.06% | 0.00% | -33.7% | Q1 2026 |
 SE | $240K | 0.24% | 0.00% | -83.0% | Q2 2019 |
| Q1 2026 | |||||
| NTES | $40.3M | 21.61% | 0.01% | -24.0% | Q4 2018 |
| PDD | $39.1M | 21.01% | 0.01% | -49.3% | Q1 2022 |
| ATAT | $33.2M | 17.79% | 0.22% | +42.8% | Q3 2025 |
| SVM | $23.8M | 12.79% | 1.00% | New | Q1 2026 |
| ACMR | $23.6M | 12.66% | 1.41% | -13.7% | Q3 2025 |
| CYD | $12.4M | 6.67% | 0.86% | New | Q1 2026 |
 EDU | $4.14M | 2.22% | 0.00% | -91.9% | Q4 2018 |
| NU | $3.83M | 2.05% | Not reported | -30.5% | Q2 2023 |
 PBR.A | $2.8M | 1.50% | Not reported | Not reported | Q3 2023 |
| AU | $1.94M | 1.04% | 0.00% | New | Q1 2026 |
| SE | $1.22M | 0.65% | 0.01% | -29.0% | Q2 2019 |
| Q4 2025 | |||||
| PDD | $85.7M | 27.83% | 0.01% | Not reported | Q1 2022 |
| NTES | $65.1M | 21.14% | 0.01% | -16.9% | Q4 2018 |
| EDU | $49.5M | 16.08% | 0.06% | +11.4% | Q4 2018 |
| ACMR | $27.4M | 8.89% | 1.63% | +39.8% | Q3 2025 |
 FUTU | $26.8M | 8.69% | 0.04% | -10.1% | Q3 2024 |
| ATAT | $24.8M | 8.07% | 0.15% | Not reported | Q3 2025 |
 YMM | $19.6M | 6.37% | Not reported | -25.9% | Q1 2025 |
| NU | $6.41M | 2.08% | Not reported | Not reported | Q2 2023 |
| SE | $2.64M | 0.86% | 0.01% | +17.6% | Q2 2019 |
| Q3 2025 | |||||
| PDD | $99.9M | 28.53% | 0.01% | +47.6% | Q1 2022 |
| NTES | $86.6M | 24.71% | 0.02% | -11.7% | Q4 2018 |
| EDU | $42.9M | 12.24% | 0.05% | -13.0% | Q4 2018 |
| YMM | $32M | 9.14% | Not reported | +46.5% | Q1 2025 |
| FUTU | $31.5M | 8.99% | 0.04% | -27.9% | Q3 2024 |
| ATAT | $23.7M | 6.77% | 0.15% | New | Q3 2025 |
| ACMR | $19.4M | 5.55% | 1.17% | New | Q3 2025 |
| NU | $6.13M | 1.75% | Not reported | +9.2% | Q2 2023 |
 FINV | $5.02M | 1.43% | Not reported | New | Q3 2025 |
| SE | $3.15M | 0.90% | 0.01% | +16.6% | Q2 2019 |