Polunin Capital Partners Ltd
- SEC CIK
- 0001629869
- Latest filing
- Jul 15, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 4, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 12
- +2 vs. Q1 2021
- Portfolio value
- $323.8M
- +$130.7M (+67.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 494,200 | $112.1M | 34.6% | +494,200 | New | History |
| FSLRFirst Solar, Inc. | Stock | 857,178 | $77.6M | 24.0% | −13,200−1.5% | Reduced | History |
| IAGIamgold Corp | COM | 10,170,234 | $30.0M | 9.3% | −103,900−1.0% | Reduced | History |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 12,262,393 | $29.2M | 9.0% | +1,127,555+10.1% | Added | History |
| EMBJEmbraer S.A. | ADR | 1,640,929 | $24.8M | 7.7% | −16,800−1.0% | Reduced | History |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 2,266,411 | $20.5M | 6.3% | −28,600−1.2% | Reduced | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 859,600 | $14.3M | 4.4% | 00.0% | Unchanged | History |
| MXMagnachip Semiconductor Corp | COM | 228,298 | $5.45M | 1.7% | 00.0% | Unchanged | History |
| CGAUCenterra Gold Inc. | COM | 595,939 | $4.52M | 1.4% | +595,939 | New | History |
| Great Panther MNG Ltd39115V101 | COM | 5,043,100 | $3.15M | 1.0% | +2,249,300+80.5% | Added | – |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 34,726 | $1.41M | 0.4% | 00.0% | Unchanged | – |
| Mobile Telesystems PJSC607409109 | SPONSORED ADR | 83,270 | $771.0K | 0.2% | −3,330−3.8% | Reduced | – |