13F HOLDINGS REPORT (Amended)
Polunin Capital Partners Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001629869-23-000004
Total Value
$482,917
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 2,352,118 | $90,815 | 18.81% |
| 2 | VIPSHOP HOLDINGS LIMITED | VIPS | 2,903,971 | $44,082 | 9.13% |
| 3 | HARMONY GOLD MINING CO LTD | HGMCF | 10,443,926 | $42,820 | 8.87% |
| 4 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 4,692,521 | $38,384 | 7.95% |
| 5 | PAN AMERN SILVER CORP | 697900108 | 1,631,538 | $29,693 | 6.15% |
| 6 | KINROSS GOLD CORP | KGCRF | 6,218,228 | $29,287 | 6.06% |
| 7 | AUTOHOME INC | ATHM | 855,068 | $28,619 | 5.93% |
| 8 | CIA ENERGETICA DE MINAS GERA | 204409601 | 12,475,719 | $27,945 | 5.79% |
| 9 | IAMGOLD CORP | IAG | 10,292,757 | $27,893 | 5.78% |
| 10 | WEIBO CORP | WEIBF | 1,288,473 | $25,846 | 5.35% |
| 11 | PAGSEGURO DIGITAL LTD | PAGS | 2,736,369 | $23,450 | 4.86% |
| 12 | LUFAX HOLDING LTD | LU | 9,059,700 | $18,481 | 3.83% |
| 13 | BRF SA | 10552T107 | 8,084,855 | $10,348 | 2.14% |
| 14 | HELLO GROUP INC | MOMO | 729,195 | $6,635 | 1.37% |
| 15 | HIMAX TECHNOLOGIES INC | HIMX | 785,068 | $6,382 | 1.32% |
| 16 | EQUINOX GOLD CORP | EQX | 1,122,200 | $5,779 | 1.20% |
| 17 | CENTERRA GOLD INC | CGAU | 544,715 | $4,755 | 0.98% |
| 18 | HUYA INC | HUYA | 1,205,000 | $4,350 | 0.90% |
| 19 | DOUYU INTL HLDGS LTD | 25985W105 | 3,138,200 | $3,734 | 0.77% |
| 20 | CANAAN INC | CAN | 1,374,941 | $3,712 | 0.77% |
| 21 | ALIBABA GROUP HLDG LTD | BBAAY | 35,592 | $3,636 | 0.75% |
| 22 | NIU TECHNOLOGIES | NIU | 823,078 | $3,407 | 0.71% |
| 23 | MAGNACHIP SEMICONDUCTOR CORP | MX | 211,712 | $1,964 | 0.41% |
| 24 | TAL EDUCATION GROUP | TAL | 95,426 | $611 | 0.13% |
| 25 | QUDIAN INC | HTT | 241,154 | $289 | 0.06% |