13FBOX
Cederberg Capital Ltd · 13F Holdings
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Cederberg Capital Ltd

No.9142 Data as of 2026Q2
Latest AUM (Q2 2026)
$100.4M
QoQ Change Q1 2026
-$86.0M-46.1%
Holdings
10
New Buys
1
Adds
1
Reduces
8
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AACM RESH INCACMR
32.2%12.66%$32.3M254,669$23.6M599,200-344,531-57.50%Reduce
NetEase, Inc. ADRNTES
23.67%21.61%$23.8M185,375$40.3M359,675-174,300-48.46%Reduce
CHINA YUCHAI INTL LTDCYD
16.29%6.67%$16.4M344,928$12.4M322,913+22,015+6.82%Add
SSILVERCORP METALS INCSVM
11.37%12.79%$11.4M1.1M$23.8M2.2M-1.1M-49.07%Reduce
ATOUR LIFESTYLE HLDGS LTDATAT
9.39%17.79%$9.4M296,300$33.2M900,600-604,300-67.10%Reduce
Pdd Holdings Inc ADRPDD
2.86%21.01%$2.9M37,600$39.1M383,100-345,500-90.19%Reduce
VISTA ENERGY S.A.B. DE C.V.VIST
1.6%$1.6M25,200$00+25,200New Buy
NU HLDGS LTDNU
1.31%2.05%$1.3M98,600$3.8M266,300-167,700-62.97%Reduce
ANGLOGOLD ASHANTI PLCAU
1.06%1.04%$1.1M13,200$1.9M19,900-6,700-33.67%Reduce
SSEA LTD SPONSORD ADSSE
0.24%0.65%$239,5752,500$1.2M14,700-12,200-82.99%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow