13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001629869-23-000002
Total Value
$400,713
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 2,387,118 | $83,119 | 20.74% |
| 2 | VIPSHOP HOLDINGS LIMITED | VIPS | 2,964,471 | $40,435 | 10.09% |
| 3 | HARMONY GOLD MINING CO LTD | HGMCF | 10,624,626 | $36,123 | 9.01% |
| 4 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 4,782,021 | $35,626 | 8.89% |
| 5 | PAN AMERN SILVER CORP | 697900108 | 1,668,338 | $27,260 | 6.80% |
| 6 | AUTOHOME INC | ATHM | 864,500 | $26,453 | 6.60% |
| 7 | CIA ENERGETICA DE MINAS GERA | 204409601 | 12,744,719 | $25,871 | 6.46% |
| 8 | KINROSS GOLD CORP | KGCRF | 6,319,328 | $25,846 | 6.45% |
| 9 | IAMGOLD CORP | IAG | 9,199,103 | $23,733 | 5.92% |
| 10 | PAGSEGURO DIGITAL LTD | PAGS | 2,638,253 | $23,058 | 5.75% |
| 11 | BRF SA | 10552T107 | 8,192,755 | $12,944 | 3.23% |
| 12 | HELLO GROUP INC | MOMO | 741,095 | $6,655 | 1.66% |
| 13 | HIMAX TECHNOLOGIES INC | HIMX | 789,968 | $4,905 | 1.22% |
| 14 | HUYA INC | HUYA | 1,205,000 | $4,759 | 1.19% |
| 15 | DOUYU INTL HLDGS LTD | 25985W105 | 3,158,500 | $4,421 | 1.10% |
| 16 | NIU TECHNOLOGIES | NIU | 823,078 | $4,304 | 1.07% |
| 17 | EQUINOX GOLD CORP | EQX | 1,106,100 | $3,628 | 0.91% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 35,592 | $3,135 | 0.78% |
| 19 | CANAAN INC | CAN | 1,391,741 | $2,866 | 0.72% |
| 20 | CENTERRA GOLD INC | CGAU | 544,715 | $2,817 | 0.70% |
| 21 | MAGNACHIP SEMICONDUCTOR CORP | MX | 211,712 | $1,987 | 0.50% |
| 22 | TAL EDUCATION GROUP | TAL | 109,026 | $768 | 0.19% |