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 NTES
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,262,019 | 359,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,118,343 | 473,175 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $86,554,505 | 569,475 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86,800,735 | 644,975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,380,827 | 644,975 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $61,775,694 | 692,475 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,753,337 | 692,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,859,410 | 709,975 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $86,260,352 | 833,675 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $87,232,695 | 936,375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $93,787,320 | 936,375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $87,792,102 | 907,975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $80,301,309 | 907,975 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $65,946,224 | 907,975 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $68,642,910 | 907,975 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $84,768,546 | 907,975 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $81,436,277 | 907,975 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $92,413,695 | 907,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $77,541,065 | 907,975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $99,284,993 | 861,475 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $125,922,988 | 1,219,475 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $123,493,020 | 1,289,475 | Shares | Sole | 2021-05-18 | |
| 2020-09-30 | $26,088,509 | 286,895 | Shares | Sole | 2021-05-18 | |
| 2020-06-30 | $24,693,214 | 287,545 | Shares | Sole | 2021-05-18 | |
| 2020-03-31 | $18,714,856 | 291,545 | Shares | Sole | 2021-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||