Polunin Capital Partners LTD Portfolio Holdings by Sector
Polunin Capital Partners LTD
- $427 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
JD BABA 2 stocks |
$125,624
30.46% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
BRFS 1 stocks |
$74,541
18.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
STNE PAGS 2 stocks |
$72,779
17.65% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
ATHM YY MOMO WB 4 stocks |
$46,801
11.35% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$32,154
7.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
YMM 1 stocks |
$29,632
7.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
EQX CGAU 2 stocks |
$10,458
2.54% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
HIMX MX 2 stocks |
$6,660
1.61% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
HUYA 1 stocks |
$5,770
1.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
NIU 1 stocks |
$2,640
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
KWEB ASHR 2 stocks |
$2,473
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
CAN 1 stocks |
$1,361
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
TAL 1 stocks |
$959
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
QD 1 stocks |
$535
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|