Polunin Capital Partners Ltd
- SEC CIK
- 0001629869
- Latest filing
- Jul 15, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 31, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 29
- +4 vs. Q1 2023
- Portfolio value
- $487.2M
- +$4.30M (+0.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 2,896,071 | $47.8M | 9.8% | −7,900−0.3% | Reduced | History |
| STNEStoneCo Ltd. | COM | 3,483,491 | $44.4M | 9.1% | +3,483,491 | New | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 10,533,184 | $44.2M | 9.1% | +89,258+0.9% | Added | History |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 4,702,121 | $34.6M | 7.1% | +9,600+0.2% | Added | History |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 12,441,419 | $32.7M | 6.7% | −34,300−0.3% | Reduced | History |
| BRF SA10552T107 | SPONSORED ADR | 16,983,355 | $32.3M | 6.6% | +8,898,500+110.1% | Added | – |
| ATHMAutohome Inc. | SP ADS RP CL A | 1,025,768 | $29.9M | 6.1% | +170,700+20.0% | Added | History |
| KGCKinross Gold Corp | COM | 6,200,928 | $29.6M | 6.1% | −17,300−0.3% | Reduced | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 3,131,969 | $29.6M | 6.1% | +395,600+14.5% | Added | History |
| IAGIamgold Corp | COM | 10,323,857 | $27.2M | 5.6% | +31,100+0.3% | Added | History |
| Natura &CO Hldg S A63884N108 | ADS | 3,499,526 | $24.4M | 5.0% | +3,499,526 | New | – |
| PAASPan American Silver Corp | Stock | 1,626,938 | $23.7M | 4.9% | −4,600−0.3% | Reduced | History |
| WBWEIBO Corp | SPONSORED ADR | 1,537,673 | $20.2M | 4.1% | +249,200+19.3% | Added | History |
| LULufax Holding Ltd | ADS REP SHS CL A | 13,632,000 | $19.5M | 4.0% | +4,572,300+50.5% | Added | History |
| MOMOHello Group Inc. | ADS | 750,495 | $7.21M | 1.5% | +21,300+2.9% | Added | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 807,968 | $5.45M | 1.1% | +22,900+2.9% | Added | History |
| EQXEquinox Gold Corp. | COM | 1,153,400 | $5.28M | 1.1% | +31,200+2.8% | Added | History |
| NIUNiu Technologies | ADS | 1,131,762 | $4.50M | 0.9% | +308,684+37.5% | Added | History |
| CGAUCenterra Gold Inc. | COM | 561,015 | $4.45M | 0.9% | +16,300+3.0% | Added | History |
| HUYAHUYA Inc. | ADS REP SHS A | 1,241,000 | $4.44M | 0.9% | +36,000+3.0% | Added | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 3,230,100 | $3.39M | 0.7% | +91,900+2.9% | Added | History |
| CANCanaan Inc. | SPONSORED ADS | 1,412,141 | $3.01M | 0.6% | +37,200+2.7% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 35,592 | $2.97M | 0.6% | 00.0% | Unchanged | History |
| MXMagnachip Semiconductor Corp | COM | 217,812 | $2.44M | 0.5% | +6,100+2.9% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 50,700 | $1.36M | 0.3% | +50,700 | New | – |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 50,445 | $1.35M | 0.3% | +50,445 | New | – |
| TALTAL Education Group | SPONSORED ADS | 95,426 | $568.0K | 0.1% | 00.0% | Unchanged | History |
| HTTHigh Templar Tech Ltd | SPON ADS | 241,154 | $482.0K | 0.1% | 00.0% | Unchanged | History |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 98,700 | $387.0K | 0.1% | +98,700 | New | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.