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Livermore
Livermore
ZHEN

Polunin Capital Partners Ltd

SEC CIK
0001629869
Latest filing
Jul 15, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 10, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
13
+2 vs. Q1 2022
Portfolio value
$331.7M
−$25.5M (−7.1%) vs. Q1 2022
Filed
Aug 10, 2022
SEC
Holdings of Polunin Capital Partners Ltd in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BABAAlibaba Group Holding LtdADR897,606$102.0M30.8%−410,505−31.4%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR2,642,418$53.8M16.2%+2,642,418NewHistory
ATHMAutohome Inc.SP ADS RP CL A976,400$38.4M11.6%+976,400NewHistory
BVNBuenaventura Mining Co IncSPONSORED ADR4,693,021$31.0M9.3%−336,600−6.7%ReducedHistory
HMYHarmony Gold Mining Co LtdADR9,371,326$29.3M8.8%−609,100−6.1%ReducedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD14,334,519$29.0M8.7%+2,463,847+20.8%AddedHistory
IAGIamgold CorpCOM10,094,903$16.3M4.9%−302,800−2.9%ReducedHistory
BRF SA10552T107SPONSORED ADR5,506,855$14.1M4.3%+542,275+10.9%Added–
HIMXHimax Technologies, Inc.SPONSORED ADR796,868$5.96M1.8%00.0%UnchangedHistory
CANCanaan Inc.SPONSORED ADS1,403,041$4.52M1.4%+1,380,200+6,042.6%AddedHistory
CGAUCenterra Gold Inc.COM549,615$3.73M1.1%00.0%UnchangedHistory
MXMagnachip Semiconductor CorpCOM213,512$3.10M0.9%00.0%UnchangedHistory
TALTAL Education GroupSPONSORED ADS109,026$530.0K0.2%+109,026NewHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Polunin Capital Partners Ltd sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Great Panther MNG Ltd39115V101COM8,231,815$2.07M0.6%–