Polunin Capital Partners LTD Portfolio Holdings by Sector
Polunin Capital Partners LTD
- $404 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
JD BABA 2 stocks |
$114,381
30.07% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
BRFS 1 stocks |
$64,593
16.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
STNE PAGS 2 stocks |
$56,584
14.88% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
ATHM YY WB MOMO 4 stocks |
$47,877
12.59% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
YMM 1 stocks |
$37,246
9.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$28,608
7.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
EQX CGAU 2 stocks |
$9,696
2.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
HIMX MX 2 stocks |
$8,422
2.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
HUYA 1 stocks |
$4,204
1.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
CAN 1 stocks |
$2,774
0.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
KWEB ASHR 2 stocks |
$2,266
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
NIU 1 stocks |
$2,090
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
TAL 1 stocks |
$912
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
QD 1 stocks |
$689
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|