13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q3 2023 · Filed July 31, 2023 · Accession 0001629869-23-000005
Total Value
$487,215
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VIPSHOP HOLDINGS LIMITED | VIPS | 2,896,071 | $47,785 | 9.81% |
| 2 | STONECO LTD | STNE | 3,483,491 | $44,379 | 9.11% |
| 3 | HARMONY GOLD MINING CO LTD | HGMCF | 10,533,184 | $44,239 | 9.08% |
| 4 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 4,702,121 | $34,560 | 7.09% |
| 5 | CIA ENERGETICA DE MINAS GERA | 204409601 | 12,441,419 | $32,720 | 6.72% |
| 6 | BRF SA | 10552T107 | 16,983,355 | $32,268 | 6.62% |
| 7 | AUTOHOME INC | ATHM | 1,025,768 | $29,911 | 6.14% |
| 8 | KINROSS GOLD CORP | KGCRF | 6,200,928 | $29,578 | 6.07% |
| 9 | PAGSEGURO DIGITAL LTD | PAGS | 3,131,969 | $29,565 | 6.07% |
| 10 | IAMGOLD CORP | IAG | 10,323,857 | $27,151 | 5.57% |
| 11 | NATURA &CO HLDG S A | 63884N108 | 3,499,526 | $24,391 | 5.01% |
| 12 | PAN AMERN SILVER CORP | 697900108 | 1,626,938 | $23,720 | 4.87% |
| 13 | WEIBO CORP | WEIBF | 1,537,673 | $20,158 | 4.14% |
| 14 | LUFAX HOLDING LTD | LU | 13,632,000 | $19,493 | 4.00% |
| 15 | HELLO GROUP INC | MOMO | 750,495 | $7,212 | 1.48% |
| 16 | HIMAX TECHNOLOGIES INC | HIMX | 807,968 | $5,453 | 1.12% |
| 17 | EQUINOX GOLD CORP | EQX | 1,153,400 | $5,282 | 1.08% |
| 18 | NIU TECHNOLOGIES | NIU | 1,131,762 | $4,504 | 0.92% |
| 19 | CENTERRA GOLD INC | CGAU | 561,015 | $4,454 | 0.91% |
| 20 | HUYA INC | HUYA | 1,241,000 | $4,442 | 0.91% |
| 21 | DOUYU INTL HLDGS LTD | 25985W105 | 3,230,100 | $3,391 | 0.70% |
| 22 | CANAAN INC | CAN | 1,412,141 | $3,007 | 0.62% |
| 23 | ALIBABA GROUP HLDG LTD | BBAAY | 35,592 | $2,966 | 0.61% |
| 24 | MAGNACHIP SEMICONDUCTOR CORP | MX | 217,812 | $2,435 | 0.50% |
| 25 | KRANESHARES TR | 500767306 | 50,700 | $1,365 | 0.28% |
| 26 | DBX ETF TR | 233051879 | 50,445 | $1,349 | 0.28% |
| 27 | TAL EDUCATION GROUP | TAL | 95,426 | $568 | 0.12% |
| 28 | QUDIAN INC | HTT | 241,154 | $482 | 0.10% |
| 29 | ULTRAPAR PARTICIPACOES SA | UGP | 98,700 | $387 | 0.08% |