13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001629869-24-000005
Total Value
$586,657
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HARMONY GOLD MINING CO LTD | HGMCF | 10,942,069 | $100,339 | 17.10% |
| 2 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 4,770,532 | $80,861 | 13.78% |
| 3 | BRF SA | 10552T107 | 17,715,101 | $72,100 | 12.29% |
| 4 | KINROSS GOLD CORP | KGCRF | 6,523,426 | $54,275 | 9.25% |
| 5 | PAGSEGURO DIGITAL LTD | PAGS | 4,028,680 | $47,095 | 8.03% |
| 6 | STONECO LTD | STNE | 3,633,447 | $43,565 | 7.43% |
| 7 | JD.COM INC | JDCMF | 1,611,653 | $41,645 | 7.10% |
| 8 | IAMGOLD CORP | IAG | 8,836,459 | $33,137 | 5.65% |
| 9 | CIA ENERGETICA DE MINAS GERA | 204409601 | 17,037,637 | $29,986 | 5.11% |
| 10 | AUTOHOME INC | ATHM | 1,078,415 | $29,602 | 5.05% |
| 11 | HIMAX TECHNOLOGIES INC | HIMX | 800,768 | $6,358 | 1.08% |
| 12 | MCEWEN MNG INC | MUX | 681,300 | $6,254 | 1.07% |
| 13 | EQUINOX GOLD CORP | EQX | 1,141,500 | $5,970 | 1.02% |
| 14 | JOYY INC | JOYY | 176,200 | $5,302 | 0.90% |
| 15 | HUYA INC | HUYA | 1,307,800 | $5,166 | 0.88% |
| 16 | HELLO GROUP INC | MOMO | 746,095 | $4,566 | 0.78% |
| 17 | HESAI GROUP | HSIGF | 1,051,900 | $4,407 | 0.75% |
| 18 | CENTERRA GOLD INC | CGAU | 558,815 | $3,758 | 0.64% |
| 19 | DOUYU INTL HLDGS LTD | 25985W204 | 320,830 | $3,526 | 0.60% |
| 20 | NIU TECHNOLOGIES | NIU | 1,129,762 | $1,966 | 0.34% |
| 21 | MAGNACHIP SEMICONDUCTOR CORP | MX | 375,495 | $1,829 | 0.31% |
| 22 | CANAAN INC | CAN | 1,412,141 | $1,412 | 0.24% |
| 23 | KRANESHARES TRUST | 500767306 | 41,100 | $1,111 | 0.19% |
| 24 | TAL EDUCATION GROUP | TAL | 92,426 | $986 | 0.17% |
| 25 | DBX ETF TR | 233051879 | 40,845 | $963 | 0.16% |
| 26 | QUDIAN INC | HTT | 241,154 | $477 | 0.08% |
| 27 | QIWI PLC | 74735M108 | 533,524 | $0 | 0.00% |