The Analysis of Cederberg Capital Ltd's Holdings & P&L

Currently, Cederberg Capital Ltd holds 11 types of securities in its portfolio with a total value $186.3K. In the most recent quarter, they have increased their positions in SVM (+2.2M shares, valued at $23.8K), CYD (+322.9K shares, valued at $12.4K), ATAT (+270.1K shares, valued at $9.9K); decreased their positions in EDU (-734.7K shares, valued at $41.6K), PDD (-372.8K shares, valued at $38.1K), NTES (-209.8K shares, valued at $23.5K); initiated new positions in SVM (+2.2M shares, valued at $23.8K), CYD (+322.9K shares, valued at $12.4K), PBR.A (+149.4K shares, valued at $2.8K).

1M P&L

+18.5M+9.35%

3M P&L

+7.6M+3.63%

HY P&L

+21.4M+10.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail40.4K

21.9%

2Electronic Gaming & Multimedia40.3K

21.8%

3Lodging33.2K

18.0%

Top Industries by Stock Count

1Internet Retail2 stocks

20.0%

2Electronic Gaming & Multimedia1 stocks

10.0%

3Lodging1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NTES NETEASE COM INC359.7K shares-36.84%2026-03-312026-05-15

PDD PDD HOLDINGS INC383.1K shares-49.32%2026-03-312026-05-15

ATAT ATOUR LIFESTYLE HLDGS LTD900.6K shares42.84%2026-03-312026-05-15

SVM SILVERCORP METALS INC2.2M sharesnew addition2026-03-312026-05-15

ACMR ACM RESH INC599.2K shares20.68%2026-03-312026-05-15

CYD CHINA YUCHAI INTL LTD322.9K sharesnew addition2026-03-312026-05-15

EDU NEW ORIENTAL ED & TECHNOLOGY73.0K shares-90.96%2026-03-312026-05-15

NU NU HLDGS LTD266.3K shares-30.45%2026-03-312026-05-15

Sponsored

PBR.A PETROLEO BRASILEIRO S A149.4K sharesnew addition2026-03-312026-05-15

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC19.9K sharesnew addition2026-03-312026-05-15

SE SEA LTD14.7K shares-16.48%2026-03-312026-05-15

NTES

NETEASE COM INC

-36.84%

Shares359.7K

Event2026-03-31

Filed2026-05-15

PDD

PDD HOLDINGS INC

-49.32%

Shares383.1K

Event2026-03-31

Filed2026-05-15

ATAT

ATOUR LIFESTYLE HLDGS LTD

42.84%

Shares900.6K

Event2026-03-31

Filed2026-05-15

SVM

SILVERCORP METALS INC

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

ACMR

ACM RESH INC

20.68%

Shares599.2K

Event2026-03-31

Filed2026-05-15

CYD

CHINA YUCHAI INTL LTD

New

Shares322.9K

Event2026-03-31

Filed2026-05-15

EDU

NEW ORIENTAL ED & TECHNOLOGY

-90.96%

Shares73.0K

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

-30.45%

Shares266.3K

Event2026-03-31

Filed2026-05-15

PBR.A

PETROLEO BRASILEIRO S A

New

Shares149.4K

Event2026-03-31

Filed2026-05-15

ANGLOGOLD ASHANTI PLC

New

Shares19.9K

Event2026-03-31

Filed2026-05-15

SEA LTD

-16.48%

Shares14.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available