Polunin Capital Partners

Polunin Capital Partners as of Sept. 30, 2023

Portfolio Holdings for Polunin Capital Partners

Polunin Capital Partners holds 29 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vipshop Hldgs Sponsored Ads A (VIPS) 10.2 $45M 2.8M 16.01
Compania De Minas Buenaventu Sponsored Adr (BVN) 8.8 $39M 4.6M 8.52
Harmony Gold Mining Sponsored Adr (HMY) 8.7 $39M 10M 3.76
Stoneco Com Cl A (STNE) 8.2 $36M 3.4M 10.67
Brf Sa Sponsored Adr (BRFS) 7.7 $34M 17M 2.05
Autohome Sp Ads Rp Cl A (ATHM) 6.8 $30M 1000k 30.35
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 6.6 $29M 12M 2.42
Kinross Gold Corp (KGC) 6.2 $28M 6.0M 4.56
Pagseguro Digital Com Cl A (PAGS) 5.9 $26M 3.1M 8.61
Pan American Silver Corp Can (PAAS) 5.2 $23M 1.6M 14.48
Iamgold Corp (IAG) 5.0 $22M 10M 2.15
Natura &co Hldg S A Ads (NTCOY) 4.4 $20M 3.4M 5.77
Weibo Corp Sponsored Adr (WB) 4.2 $19M 1.5M 12.54
Lufax Holding Ads Rep Shs Cl A 3.2 $14M 13M 1.06
Hello Group Ads (MOMO) 1.2 $5.2M 748k 6.98
Equinox Gold Corp equities (EQX) 1.1 $4.9M 1.1M 4.23
Himax Technologies Sponsored Adr (HIMX) 1.1 $4.7M 803k 5.84
Centerra Gold (CGAU) 0.8 $3.7M 561k 6.64
Huya Ads Rep Shs A (HUYA) 0.8 $3.5M 1.2M 2.84
Niu Technologies Ads (NIU) 0.7 $3.2M 1.1M 2.83
Douyu Intl Hldgs Sponsored Ads 0.7 $3.1M 3.2M 0.97
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $3.1M 36k 86.73
Canaan Sponsored Ads (CAN) 0.6 $2.6M 1.4M 1.82
Magnachip Semiconductor Corp (MX) 0.4 $1.8M 218k 8.31
Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $1.4M 51k 27.38
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.3 $1.3M 50k 26.01
Tal Education Group Sponsored Ads (TAL) 0.2 $869k 95k 9.11
Qudian Adr (QD) 0.1 $511k 241k 2.12
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.1 $362k 99k 3.67