Polunin Capital Partners Ltd
CIK 1629869 · Holdings on Jun 30, 2024 · First reported Jul 24, 2024
Top ten holdings
Q2 2024- HMY17.10%
- BVN13.78%
- 10552T10712.29%
- KGC9.25%
- PAGS8.03%
- STNE7.43%
- JD7.10%
- IAG5.65%
- CIG5.11%
- ATHM5.05%
Share classes counted separately90.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 10552T107Weight increased · +3.39 pp8.90% → 12.29%Shares -230.30K (-1.28%)
- HMYWeight increased · +3.33 pp13.77% → 17.10%Shares -141.50K (-1.28%)
- KGCWeight increased · +3.08 pp6.17% → 9.25%Shares -96.70K (-1.46%)
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 27
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 | $100.34M | 17.10% | 10.94M shares | 13.77% → 17.10%+3.33 pp -141.50K (-1.28%) | Reduced | ↗▾ |
| 02 | BVNCIA DE MINAS BUENAVENTUR-ADRSPONSORED ADR View history and evidence | $80.86M | 13.78% | 4.77M shares | 11.69% → 13.78%+2.09 pp -69.50K (-1.44%) | Reduced | ↗▾ |
| 03 | 10552T107BRF SA-ADRSPONSORED ADR View history and evidence | $72.10M | 12.29% | 17.72M shares | 8.90% → 12.29%+3.39 pp -230.30K (-1.28%) | Reduced | ↗▾ |
| 04 | KGCKINROSS GOLD CORP View history and evidence | $54.27M | 9.25% | 6.52M shares | 6.17% → 9.25%+3.08 pp -96.70K (-1.46%) | Reduced | ↗▾ |
| 05 | PAGSPAGSEGURO DIGITAL LTD-CL ACOM CL A View history and evidence | $47.09M | 8.03% | 4.03M shares | 8.88% → 8.03%-0.85 pp -59.70K (-1.46%) | Reduced | ↗▾ |
| 06 | STNESTONECO LTD-ACOM CL A View history and evidence | $43.56M | 7.43% | 3.63M shares | 9.30% → 7.43%-1.87 pp -48.50K (-1.32%) | Reduced | ↗▾ |
| 07 | JDJD.COM INC-ADRSPON ADS CL A View history and evidence | $41.65M | 7.10% | 1.61M shares | 6.31% → 7.10%+0.79 pp +97.35K (+6.43%) | Added | ↗▾ |
| 08 | IAGIAMGOLD CORP View history and evidence | $33.14M | 5.65% | 8.84M shares | 4.56% → 5.65%+1.09 pp -158.60K (-1.76%) | Reduced | ↗▾ |
| 09 | CIGCIA ENERGETICA DE-SPON ADRSP ADR N-V PFD View history and evidence | $29.99M | 5.11% | 17.04M shares | 5.00% → 5.11%+0.11 pp +3.74M (+28.08%) | Added | ↗▾ |
| 10 | ATHMAUTOHOME INC-ADRSP ADS RP CL A View history and evidence | $29.60M | 5.05% | 1.08M shares | 4.36% → 5.05%+0.69 pp -15.40K (-1.41%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VIPS VIPSHOP HOLDINGS LTD - ADR | Non-derivative | -3,095,303 | -$51.23M | SEC filing ↗ | SEC filing ↗ |
| 63884N108 NATURA &CO HLDG S A | Non-derivative | -3,737,864 | -$26.76M | SEC filing ↗ | SEC filing ↗ |
| PAAS PAN AMERICAN SILVER CORP | Non-derivative | -1,736,962 | -$26.19M | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 586657
}Take these holdings further.
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