Portfolio (Quarterly)
Guide ↗
Polunin Capital Partners Ltd
· CIK 0001629869| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JD | JD.COM INC | Consumer Cyclical | 1,947,668 | $56.3M | 8.67% | SOLD |
| 2 | BVN | COMPANIA DE MINAS BUENAVENTU | Basic Materials | 540,381 | $18.7M | 2.89% | SOLD |
| 3 | JOYY | JOYY INC | Communication Services | 151,493 | $10.5M | 1.62% | SOLD |
| 4 | HUYA | HUYA INC | Communication Services | 2,719,977 | $10.1M | 1.55% | SOLD |
| 5 | CGAU | CENTERRA GOLD INC | Basic Materials | 491,629 | $8.2M | 1.26% | SOLD |
| 6 | HIMX | HIMAX TECHNOLOGIES INC | Technology | 706,750 | $6.1M | 0.94% | SOLD |
| 7 | MOMO | HELLO GROUP INC | Communication Services | 853,219 | $6.0M | 0.92% | SOLD |
| 8 | HTT | HIGH TEMPLAR TECHNOLOGY LTD | Financial Services | 112,803 | $342K | 0.05% | SOLD |
| 9 | — | LUFAX HOLDING LTD | — | 41,924 | $110K | 0.02% | SOLD |
Sector Allocation
Technology
51.0%
Consumer Cyclical
27.5%
Communication Services
13.6%
Energy
6.7%
Basic Materials
1.2%