13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q4 2023 · Filed October 26, 2023 · Accession 0001629869-23-000006
Total Value
$444,572
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VIPSHOP HLDGS LTD | VIPS | 2,821,771 | $45,177 | 10.16% |
| 2 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 4,586,521 | $39,077 | 8.79% |
| 3 | HARMONY GOLD MINING CO LTD | HGMCF | 10,298,384 | $38,722 | 8.71% |
| 4 | STONECO LTD | STNE | 3,402,291 | $36,302 | 8.17% |
| 5 | BRF SA | 10552T107 | 16,614,355 | $34,059 | 7.66% |
| 6 | AUTOHOME INC | ATHM | 999,668 | $30,340 | 6.82% |
| 7 | CIA ENERGETICA DE MINAS GERA | 204409601 | 12,119,717 | $29,330 | 6.60% |
| 8 | KINROSS GOLD CORP | KGCRF | 6,041,728 | $27,550 | 6.20% |
| 9 | PAGSEGURO DIGITAL LTD | PAGS | 3,051,369 | $26,272 | 5.91% |
| 10 | PAN AMERN SILVER CORP | 697900108 | 1,585,238 | $22,954 | 5.16% |
| 11 | IAMGOLD CORP | IAG | 10,246,657 | $22,030 | 4.96% |
| 12 | NATURA &CO HLDG S A | 63884N108 | 3,409,326 | $19,672 | 4.42% |
| 13 | WEIBO CORP | WEIBF | 1,498,173 | $18,787 | 4.23% |
| 14 | LUFAX HOLDING LTD | LU | 13,278,100 | $14,075 | 3.17% |
| 15 | HELLO GROUP INC | MOMO | 748,295 | $5,223 | 1.17% |
| 16 | EQUINOX GOLD CORP | EQX | 1,146,900 | $4,851 | 1.09% |
| 17 | HIMAX TECHNOLOGIES INC | HIMX | 803,068 | $4,690 | 1.05% |
| 18 | CENTERRA GOLD INC | CGAU | 561,015 | $3,725 | 0.84% |
| 19 | HUYA INC | HUYA | 1,235,700 | $3,509 | 0.79% |
| 20 | NIU TECHNOLOGIES | NIU | 1,126,062 | $3,187 | 0.72% |
| 21 | DOUYU INTL HLDGS LTD | 25985W105 | 3,215,500 | $3,131 | 0.70% |
| 22 | ALIBABA GROUP HLDG LTD | BBAAY | 35,592 | $3,087 | 0.69% |
| 23 | CANAAN INC | CAN | 1,412,141 | $2,570 | 0.58% |
| 24 | MAGNACHIP SEMICONDUCTOR CORP | MX | 217,812 | $1,810 | 0.41% |
| 25 | KRANESHARES TR | 500767306 | 50,700 | $1,388 | 0.31% |
| 26 | DBX ETF TR | 233051879 | 50,445 | $1,312 | 0.30% |
| 27 | TAL EDUCATION GROUP | TAL | 95,426 | $869 | 0.20% |
| 28 | QUDIAN INC | HTT | 241,154 | $511 | 0.11% |
| 29 | ULTRAPAR PARTICIPACOES SA | UGP | 98,700 | $362 | 0.08% |