Polunin Capital Partners Ltd
- SEC CIK
- 0001629869
- 最新申報
- 2026/7/15
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/31 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 29
- 較 2023 年第 1 季 +4
- 總值
- $4.87 億
- 較 2023 年第 1 季 +$429.8 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 2,896,071 | $4,779 萬 | 9.8% | −7,900−0.3% | 減碼 | 歷史 |
| STNEStoneCo Ltd. | COM | 3,483,491 | $4,438 萬 | 9.1% | +3,483,491 | 新進 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 10,533,184 | $4,424 萬 | 9.1% | +89,258+0.9% | 加碼 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 4,702,121 | $3,456 萬 | 7.1% | +9,600+0.2% | 加碼 | 歷史 |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 12,441,419 | $3,272 萬 | 6.7% | −34,300−0.3% | 減碼 | 歷史 |
| BRF SA10552T107 | SPONSORED ADR | 16,983,355 | $3,227 萬 | 6.6% | +8,898,500+110.1% | 加碼 | – |
| ATHMAutohome Inc. | SP ADS RP CL A | 1,025,768 | $2,991 萬 | 6.1% | +170,700+20.0% | 加碼 | 歷史 |
| KGCKinross Gold Corp | COM | 6,200,928 | $2,958 萬 | 6.1% | −17,300−0.3% | 減碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 3,131,969 | $2,957 萬 | 6.1% | +395,600+14.5% | 加碼 | 歷史 |
| IAGIamgold Corp | COM | 10,323,857 | $2,715 萬 | 5.6% | +31,100+0.3% | 加碼 | 歷史 |
| Natura &CO Hldg S A63884N108 | ADS | 3,499,526 | $2,439 萬 | 5.0% | +3,499,526 | 新進 | – |
| PAASPan American Silver Corp | Stock | 1,626,938 | $2,372 萬 | 4.9% | −4,600−0.3% | 減碼 | 歷史 |
| WBWEIBO Corp | SPONSORED ADR | 1,537,673 | $2,016 萬 | 4.1% | +249,200+19.3% | 加碼 | 歷史 |
| LULufax Holding Ltd | ADS REP SHS CL A | 13,632,000 | $1,949 萬 | 4.0% | +4,572,300+50.5% | 加碼 | 歷史 |
| MOMOHello Group Inc. | ADS | 750,495 | $721.2 萬 | 1.5% | +21,300+2.9% | 加碼 | 歷史 |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 807,968 | $545.3 萬 | 1.1% | +22,900+2.9% | 加碼 | 歷史 |
| EQXEquinox Gold Corp. | COM | 1,153,400 | $528.2 萬 | 1.1% | +31,200+2.8% | 加碼 | 歷史 |
| NIUNiu Technologies | ADS | 1,131,762 | $450.4 萬 | 0.9% | +308,684+37.5% | 加碼 | 歷史 |
| CGAUCenterra Gold Inc. | COM | 561,015 | $445.4 萬 | 0.9% | +16,300+3.0% | 加碼 | 歷史 |
| HUYAHUYA Inc. | ADS REP SHS A | 1,241,000 | $444.2 萬 | 0.9% | +36,000+3.0% | 加碼 | 歷史 |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 3,230,100 | $339.1 萬 | 0.7% | +91,900+2.9% | 加碼 | 歷史 |
| CANCanaan Inc. | SPONSORED ADS | 1,412,141 | $300.7 萬 | 0.6% | +37,200+2.7% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 35,592 | $296.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MXMagnachip Semiconductor Corp | COM | 217,812 | $243.5 萬 | 0.5% | +6,100+2.9% | 加碼 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 50,700 | $136.5 萬 | 0.3% | +50,700 | 新進 | – |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 50,445 | $134.9 萬 | 0.3% | +50,445 | 新進 | – |
| TALTAL Education Group | SPONSORED ADS | 95,426 | $56.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HTTHigh Templar Tech Ltd | SPON ADS | 241,154 | $48.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 98,700 | $38.7 萬 | 0.1% | +98,700 | 新進 | 歷史 |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。