Polunin Capital Partners Ltd
CIK 1629869 · Holdings on Mar 31, 2024 · First reported Apr 26, 2024
Top ten holdings
Q1 2024- HMY13.77%
- BVN11.69%
- STNE9.30%
- 10552T1078.90%
- PAGS8.88%
- VIPS7.79%
- JD6.31%
- KGC6.17%
- CIG5.00%
- IAG4.56%
Share classes counted separately82.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HMYWeight increased · +2.16 pp11.61% → 13.77%Shares +1.01M (+9.98%)
- STNEWeight decreased · -1.95 pp11.25% → 9.30%Shares +350.66K (+10.53%)
- VIPSWeight decreased · -1.36 pp9.15% → 7.79%Shares +345.23K (+12.55%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HMYHARMONY GOLD MNG-SPON ADRSPONSORED ADR View history and evidence | $90.55M | 13.77% | 11.08M shares | 11.61% → 13.77%+2.16 pp +1.01M (+9.98%) | Added | ↗▾ |
| 02 | BVNCIA DE MINAS BUENAVENTUR-ADRSPONSORED ADR View history and evidence | $76.86M | 11.69% | 4.84M shares | 12.79% → 11.69%-1.10 pp +358.91K (+8.01%) | Added | ↗▾ |
| 03 | STNESTONECO LTD-ACOM CL A View history and evidence | $61.16M | 9.30% | 3.68M shares | 11.25% → 9.30%-1.95 pp +350.66K (+10.53%) | Added | ↗▾ |
| 04 | 10552T107BRF SA-ADRSPONSORED ADR View history and evidence | $58.50M | 8.90% | 17.95M shares | 8.47% → 8.90%+0.43 pp +1.67M (+10.27%) | Added | ↗▾ |
| 05 | PAGSPAGSEGURO DIGITAL LTD-CL ACOM CL A View history and evidence | $58.38M | 8.88% | 4.09M shares | 8.50% → 8.88%+0.38 pp +447.41K (+12.29%) | Added | ↗▾ |
| 06 | VIPSVIPSHOP HOLDINGS LTD - ADRSPONSORED ADS A View history and evidence | $51.23M | 7.79% | 3.10M shares | 9.15% → 7.79%-1.36 pp +345.23K (+12.55%) | Added | ↗▾ |
| 07 | JDJD.COM INC-ADRSPON ADR CL A View history and evidence | $41.48M | 6.31% | 1.51M shares | Prior unavailable +1.51M | New | ↗▾ |
| 08 | KGCKINROSS GOLD CORP View history and evidence | $40.58M | 6.17% | 6.62M shares | 6.68% → 6.17%-0.51 pp +727.40K (+12.34%) | Added | ↗▾ |
| 09 | CIGCIA ENERGETICA DE-SPON ADRSP ADR N-V PFD View history and evidence | $32.86M | 5.00% | 13.30M shares | 5.14% → 5.00%-0.14 pp +1.48M (+12.50%) | Added | ↗▾ |
| 10 | IAGIAMGOLD CORP View history and evidence | $29.95M | 4.56% | 9.00M shares | 3.80% → 4.56%+0.76 pp +968.10K (+12.06%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MOMO HELLO GROUP INC -SPN ADR | Non-derivative | -750,095 | -$5.21M | SEC filing ↗ | SEC filing ↗ |
| HIMX HIMAX TECHNOLOGIES INC-ADR | Non-derivative | -803,068 | -$4.88M | SEC filing ↗ | SEC filing ↗ |
| HUYA HUYA INC-ADR | Non-derivative | -1,235,700 | -$4.52M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1629869 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 657397
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