Cederberg Capital Ltd

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$100,359
Net value change ($000)
-85,962 (-46.1%)
New positions
1
Sold out positions
2
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ACMR 8,736 37.0%
CYD 3,921 31.5%
VIST 1,608 NEW
Top Reduces (Value $000, Stocks/ETFs)
PDD -36,277 -92.7%
ATAT -23,729 -71.6%
NTES -16,508 -41.0%
SVM -12,419 -52.1%
EDU -4,137 -100.0%
PBR -2,801 -100.0%
NU -2,510 -65.6%
SE -977 -80.3%
AU -869 -44.9%
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