Cederberg Capital Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SILVERCORP METALS INC(SVM) | 0 | 2,219,100 | +2,219,100 | 0 | 23,833 | 12.79% | +23,833 |
| CHINA YUCHAI INTL LTD(CYD) | 0 | 322,913 | +322,913 | 0 | 12,432 | 6.67% | +12,432 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 630,500 | 900,600 | +270,100 | 24,842 | 33,151 | 17.79% | +8,309 |
| PETROLEO BRASILEIRO S A SP ADR NON VTG | 0 | 149,400 | +149,400 | 0 | 2,801 | 1.50% | +2,801 |
| ANGLOGOLD ASHANTI PLC(AU) | 0 | 19,900 | +19,900 | 0 | 1,937 | 1.04% | +1,937 |
| SEA LTD(SE) | 20,700 | 14,700 | -6,000 | 2,641 | 1,217 | 0.65% | -1,424 |
| NU HLDGS LTD(NU) | 382,900 | 266,300 | -116,600 | 6,410 | 3,827 | 2.05% | -2,583 |
| ACM RESH INC(ACMR) | 693,900 | 599,200 | -94,700 | 27,374 | 23,579 | 12.66% | -3,795 |
| YMM US EQUITY(YMM) | 1,828,900 | 0 | -1,828,900 | 19,624 | 0 | — | -19,624 |
| NETEASE COM INC(NTES) | 473,175 | 359,675 | -113,500 | 65,118 | 40,262 | 21.61% | -24,856 |
| FUTU US EQUITY(FUTU) | 162,905 | 0 | -162,905 | 26,751 | 0 | — | -26,751 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 899,718 | 73,048 | -826,670 | 49,511 | 4,137 | 2.22% | -45,374 |
| PDD HOLDINGS INC(PDD) | 755,900 | 383,100 | -372,800 | 85,712 | 39,145 | 21.01% | -46,567 |