Polunin Capital Partners Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Polunin Capital Partners Ltd disclosed 26 US equity positions worth $427.4m in its Q3 2024 13F filing. The largest position was JD at 19.3% of the reported book, followed by P5Y and BABA.
What did Polunin Capital Partners Ltd own in Q3 2024? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 19.3% | $82.3m | 2,058,917 | – | |
| 2 | P5Y BRF SA | 17.4% | $74.5m | 17,380,664 | – | ||
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 10.1% | $43.3m | 423,176 | – | |
| 4 | STNE STONECO LTD | Technology | 9.2% | $39.3m | 3,570,566 | – | |
| 5 | PAGS PAGSEGURO DIGITAL LTD | Technology | 7.8% | $33.4m | 3,973,054 | – | |
| 6 | CIG CIA ENERGETICA DE MINAS GERA | Utilities | 7.5% | $32.2m | 16,665,171 | – | |
| 7 | ATHM AUTOHOME INC | Communication Services | 7.4% | $31.6m | 1,052,721 | – | |
| 8 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 6.9% | $29.6m | 3,337,424 | – | |
| 9 | MUX MCEWEN MNG INC | 1.7% | $7.3m | 664,300 | – | ||
| 10 | EQX EQUINOX GOLD CORP | Basic Materials | 1.5% | $6.4m | 1,112,500 | – | |
| 11 | HUYA HUYA INC | Communication Services | 1.4% | $5.8m | 1,274,300 | – | |
| 12 | JOYY JOYY INC | Communication Services | 1.3% | $5.8m | 171,800 | – | |
| 13 | MOMO HELLO GROUP INC | Communication Services | 1.2% | $4.9m | 726,195 | – | |
| 14 | HIMX HIMAX TECHNOLOGIES INC | Technology | 1.1% | $4.9m | 779,368 | – | |
| 15 | HSAI HESAI GROUP | 1.1% | $4.6m | 1,027,400 | – | ||
| 16 | WB WEIBO CORP | Communication Services | 1.1% | $4.6m | 502,338 | – | |
| 17 | CGAU CENTERRA GOLD INC | Basic Materials | 1.0% | $4.1m | 544,115 | – | |
| 18 | DOYU DOUYU INTL HLDGS LTD | 0.7% | $2.9m | 312,030 | – | ||
| 19 | NIU NIU TECHNOLOGIES | Consumer Cyclical | 0.6% | $2.6m | 1,100,262 | – | |
| 20 | MX MAGNACHIP SEMICONDUCTOR CORP | Technology | 0.4% | $1.8m | 367,195 | – | |
| 21 | CAN CANAAN INC | Technology | 0.3% | $1.4m | 1,380,741 | – | |
| 22 | KWEB KRANESHARES TRUST | 0.3% | $1.3m | 41,100 | – | ||
| 23 | ASHR DBX ETF TR | 0.3% | $1.1m | 40,845 | – | ||
| 24 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.2% | $959.0k | 92,426 | – | |
| 25 | HTT QUDIAN INC | 0.1% | $535.0k | 241,154 | – | ||
| 26 | LU LUFAX HOLDING LTD | Financial Services | 0.1% | $283.0k | 89,626 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.