Cederberg Capital Ltd
Top Portfolio Positions
10 positions ·
$183,520,277 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NTES |
NetEase, Inc.
Communication Services
|
359,675 | $40,262,019 | 21.94% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
383,100 | $39,145,158 | 21.33% | |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
900,600 | $33,151,086 | 18.06% | |
| SVM |
Silvercorp Metals Inc
Basic Materials
|
2,219,100 | $23,833,134 | 12.99% | |
| ACMR |
ACM Research, Inc.
Technology
|
599,200 | $23,578,520 | 12.85% | |
| CYD |
China Yuchai International Ltd
Consumer Cyclical
|
322,913 | $12,432,150 | 6.77% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
73,048 | $4,136,708 | 2.25% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
266,300 | $3,826,731 | 2.09% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
19,900 | $1,937,464 | 1.06% | |
| SE |
Sea Ltd
Consumer Cyclical
|
14,700 | $1,217,307 | 0.66% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACMR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,578,520 | 599,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,374,355 | 693,900 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $19,428,045 | 496,500 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||