Data as of Q4 2025 (Dec 31, 2025)

Cederberg Capital Ltd

•CIK: 1861244•Filing: Q4 2025

**Cederberg Capital Ltd** manages $308M across a concentrated portfolio of 9 positions. The fund exhibits significant conviction in technology and growth names, with PDD representing the largest allocation at $85.7M. Top holdings further include NTES ($65.1M) and N1UA ($49.5M), indicating a focused, high-conviction investment mandate. This structure suggests a tactical approach targeting outsized returns within select, deeply researched sectors.

Total AUM
$308.0M
QoQ Performance
-12.1%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

PDD
NTES
N1UA
ACMR
FUTU
ATAT
YMM
PDD27.8%
NTES21.1%
N1UA16.1%
ACMR8.9%
FUTU8.7%
ATAT8.1%
YMM6.4%
NU2.1%

📈 Biggest Buys

ACMR
ACMR US EQUITY
+39.8%
8.9% of portfolio
N1UA
EDU US EQUITY
+11.4%
16.1% of portfolio
SE
SE US EQUITY
+17.6%
0.9% of portfolio

📉 Biggest Sells

NTES
NTES US EQUITY
-16.9%
21.1% of portfolio
YMM
YMM US EQUITY
-25.9%
6.4% of portfolio
FUTU
FUTU US EQUITY
-10.0%
8.7% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

FINV
FINV US EQUITY
SOLD
$5.0M

Changes from Q3 2025

↑3 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

PDD27.8%
PDD US EQUITY
$85.7M
NTES21.1%
NTES US EQUITY
$65.1M
N1UA16.1%
EDU US EQUITY
$49.5M
ACMR8.9%
ACMR US EQUITY
$27.4M
FUTU8.7%
FUTU US EQUITY
$26.8M

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