Cederberg Capital Ltd

CIK 0001861244 · Q1 2026

13F Equity AUM

$186K

-99.9% QoQ

Positions

+1 QoQ

AUM Rank

#12,253

Top 98%

Skill Alpha (FF)

-12.2%/yr^ns

No Clear Edge

Rank #8,041 · Top 98%

vs S&P -24.7%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 85.9%Top 10: 99.3%Top 20: 100.0%

NTES21.6%

PDD21.0%

ATAT17.8%

SVM12.8%

ACMR12.7%

CYD6.7%

N1UA2.2%

NU2.0%

PJX1.5%

AU1.0%

Others (1)0.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical39.5%

Technology34.3%

Basic Materials13.8%

Industrials6.7%

Consumer Defensive2.2%

Financial Services2.0%

Other1.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New4Increased1Decreased6Exited3

New Positions

SVM12.8%

+2.2M

CYD6.7%

+323K

PJX1.5%

+149K

AU1.0%

+20K

Increased

ATAT17.8%

+270K(+43%)

Decreased

N1UA2.2%

-826,670(-92%)

PDD21.0%

-372,800(-49%)

NU2.0%

-116,600(-30%)

NTES21.6%

-113,500(-24%)

ACMR12.7%

-94,700(-14%)

SE0.7%

-6,000(-29%)

Exited

FUTU

-162,905

YMM

-1,828,900

FINV

-680,600

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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