13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001629869-24-000004
Total Value
$657,397
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HARMONY GOLD MINING CO LTD | HGMCF | 11,083,569 | $90,553 | 13.77% |
| 2 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 4,840,032 | $76,860 | 11.69% |
| 3 | STONECO LTD | STNE | 3,681,947 | $61,157 | 9.30% |
| 4 | BRF SA | 10552T107 | 17,945,401 | $58,502 | 8.90% |
| 5 | PAGSEGURO DIGITAL LTD | PAGS | 4,088,380 | $58,382 | 8.88% |
| 6 | VIPSHOP HLDGS LTD | VIPS | 3,095,303 | $51,227 | 7.79% |
| 7 | JD.COM INC | JDCMF | 1,514,300 | $41,477 | 6.31% |
| 8 | KINROSS GOLD CORP | KGCRF | 6,620,126 | $40,581 | 6.17% |
| 9 | CIA ENERGETICA DE MINAS GERA | 204409601 | 13,302,290 | $32,857 | 5.00% |
| 10 | IAMGOLD CORP | IAG | 8,995,059 | $29,954 | 4.56% |
| 11 | AUTOHOME INC | ATHM | 1,093,815 | $28,680 | 4.36% |
| 12 | NATURA &CO HLDG S A | 63884N108 | 3,737,864 | $26,763 | 4.07% |
| 13 | PAN AMERN SILVER CORP | 697900108 | 1,736,962 | $26,193 | 3.98% |
| 14 | EQUINOX GOLD CORP | EQX | 1,143,600 | $6,884 | 1.05% |
| 15 | MCEWEN MNG INC | MUX | 682,600 | $6,730 | 1.02% |
| 16 | JOYY INC | JOYY | 176,500 | $5,427 | 0.83% |
| 17 | HESAI GROUP | HSIGF | 1,051,900 | $5,323 | 0.81% |
| 18 | CANAAN INC | CAN | 1,412,141 | $2,146 | 0.33% |
| 19 | MAGNACHIP SEMICONDUCTOR CORP | MX | 375,495 | $2,095 | 0.32% |
| 20 | NIU TECHNOLOGIES | NIU | 1,126,062 | $1,892 | 0.29% |
| 21 | KRANESHARES TRUST | 500767306 | 41,100 | $1,079 | 0.16% |
| 22 | TAL EDUCATION GROUP | TAL | 92,426 | $1,049 | 0.16% |
| 23 | DBX ETF TR | 233051879 | 40,845 | $983 | 0.15% |
| 24 | QUDIAN INC | HTT | 241,154 | $603 | 0.09% |