Cederberg Capital
Cederberg Capital reported 10 stocks worth $100K in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACMR (32.2%), NTES (23.7%) and CYD (16.3%). Compared with Q1 2026, the fund opened new positions in VIST, added to CYD, trimmed ACMR, NTES and SVM and sold out of EDU and PBR.A.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACMR Acm Resh Inc | $32K | 32.2% | 255K | −345K (−57%) | 4 of 8 | |
| 2 |  NTES Netease Inc | $24K | 23.7% | 185K | −174K (−48%) | 8 of 8 | |
| 3 |  CYD China Yuchai Intl Ltd | $16K | 16.3% | 345K | +22K (+7%) | 2 of 8 | |
| 4 |  SVM Silvercorp Metals Inc | $11K | 11.4% | 1.1M | −1.1M (−49%) | 2 of 8 | |
| 5 |  ATAT Atour Lifestyle Hldgs Ltd | $9K | 9.4% | 296K | −604K (−67%) | 4 of 8 | |
| 6 |  PDD Pdd Holdings Inc | $3K | 2.9% | 38K | −346K (−90%) | 8 of 8 | |
| 7 |  VIST Vista Energy S.a.b. DE C.v. | $2K | 1.6% | 25K | New position | 1 of 8 | |
| 8 |  NU NU Hldgs Ltd | $1K | 1.3% | 99K | −168K (−63%) | 8 of 8 | |
| 9 |  AU Anglogold Ashanti PLC | $1K | 1.1% | 13K | −6,700 (−34%) | 2 of 8 | |
| 10 |  SE Sea Ltd | $240 | 0.2% | 2,500 | −12K (−83%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cederberg Capital 13F FAQ
What does Cederberg Capital own?
Cederberg Capital reported 10 stocks worth $100K in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACMR (32.2%), NTES (23.7%) and CYD (16.3%). The table above lists every position in the filing (the top 10 without an account).
What did Cederberg Capital buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 8 trimmed and 2 sold out. New positions include VIST. It sold all of EDU and PBR.A.
When will Cederberg Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cederberg Capital's portfolio worth?
The Q2 2026 filing reports $100K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.