Cederberg Capital Ltd

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$186,321
Net value change ($000)
-121,662 (-39.5%)
New positions
4
Sold out positions
2
Turnover %
46.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SVM 23,833 NEW
CYD 12,432 NEW
ATAT 8,309 33.4%
PBR 2,801 NEW
AU 1,937 NEW
Top Reduces (Value $000, Stocks/ETFs)
PDD -46,567 -54.3%
EDU -45,374 -91.6%
FUTU -26,751 -100.0%
NTES -24,856 -38.2%
YMM -19,624 -100.0%
ACMR -3,795 -13.9%
NU -2,583 -40.3%
SE -1,424 -53.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type