Polunin Capital Partners as of March 31, 2018
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 11 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
First Solar (FSLR) | 26.4 | $64M | 896k | 70.98 | |
Yandex Nv-a (YNDX) | 23.9 | $58M | 1.5M | 39.45 | |
Jd (JD) | 15.5 | $37M | 921k | 40.49 | |
Compania de Minas Buenaventura SA (BVN) | 12.8 | $31M | 2.0M | 15.23 | |
Embraer S A (ERJ) | 10.7 | $26M | 993k | 26.00 | |
Companhia Energetica Minas Gerais (CIG) | 4.4 | $11M | 4.1M | 2.58 | |
Transportadora de Gas del Sur SA (TGS) | 3.0 | $7.3M | 360k | 20.34 | |
Qiwi (QIWI) | 1.8 | $4.3M | 224k | 19.11 | |
IRSA Inversiones Representaciones | 1.0 | $2.3M | 98k | 23.64 | |
Gafisa S A un | 0.4 | $946k | 151k | 6.25 | |
Luxoft Holding Inc cmn | 0.1 | $143k | 3.5k | 40.86 |