Cederberg Capital Ltd
LONDON X0 · SEC CIK 0001861244
$1.00亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 32.2%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VIST 新建仓+$160.80万
CYD 加仓+$104.37万
2026Q2 卖出最多 按季末市值估算
ACMR 减仓-$4,371.76万
PDD 减仓-$2,635.36万
NTES 减仓-$2,233.48万
ATAT 减仓-$1,921.60万
SVM 减仓-$1,099.85万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACMR | ACM RESH INC | $3,231.50万 | 32.20% | 254,669 | -344,531 | -57.5% | -$4,371.76万 | 减仓 |
| NTES | NETEASE COM INC | $2,375.40万 | 23.67% | 185,375 | -174,300 | -48.5% | -$2,233.48万 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $1,635.30万 | 16.29% | 344,928 | 22,015 | 6.8% | $104.37万 | 加仓 |
| SVM | SILVERCORP METALS INC | $1,141.40万 | 11.37% | 1,130,121 | -1,088,979 | -49.1% | -$1,099.85万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $942.20万 | 9.39% | 296,300 | -604,300 | -67.1% | -$1,921.60万 | 减仓 |
| PDD | PDD HOLDINGS INC | $286.80万 | 2.86% | 37,600 | -345,500 | -90.2% | -$2,635.36万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $160.80万 | 1.60% | 25,200 | 25,200 | — | $160.80万 | 新建仓 |
| NU | NU HLDGS LTD | $131.70万 | 1.31% | 98,600 | -167,700 | -63.0% | -$224.00万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $106.80万 | 1.06% | 13,200 | -6,700 | -33.7% | -$54.21万 | 减仓 |
| SE | SEA LTD | $24.00万 | 0.24% | 2,500 | -12,200 | -83.0% | -$117.12万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -73,048 | -100.0% | -$413.70万 | 清仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -149,400 | -100.0% | -$280.10万 | 清仓 |