Polunin Capital Partners Ltd Top Holdings and 13F Report (2024) → CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (From Banyan Hill Publishing) (Ad) About Polunin Capital Partners LtdInvestment ActivityPolunin Capital Partners Ltd has $657.40 thousand in total holdings as of March 31, 2024.Polunin Capital Partners Ltd owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 17.21% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Polunin Capital Partners Ltd has purchased 27 new stocks and bought additional shares in 13 stocks.Polunin Capital Partners Ltd sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings Harmony Gold Mining $90,553Compañía de Minas Buenaventura S.A.A. $76,860StoneCo $61,157BRF $58,502PagSeguro Digital $58,382 Largest New Holdings this Quarter JD.com $41,477 HoldingMcEwen Mining $6,730 HoldingHesai Group $5,323 Holding Largest Purchases this Quarter JD.com 1,514,300 shares (about $41.48K)Harmony Gold Mining 1,005,685 shares (about $8.22K)McEwen Mining 682,600 shares (about $6.73K)PagSeguro Digital 447,411 shares (about $6.39K)StoneCo 350,656 shares (about $5.82K) Largest Sales this Quarter KraneShares CSI China Internet ETF 9,600 shares (about $252.03)X-trackers Harvest CSI 300 China A-Shares Fund 9,600 shares (about $231.04)Equinox Gold 5,800 shares (about $34.91)TAL Education Group 3,000 shares (about $34.05) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolunin Capital Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHMYHarmony Gold Mining$90,553$8,216 ▲10.0%11,083,56913.8%Basic MaterialsBVNCompañía de Minas Buenaventura S.A.A.$76,860$5,700 ▲8.0%4,840,03211.7%Basic MaterialsSTNEStoneCo$61,157$5,824 ▲10.5%3,681,9479.3%Computer and TechnologyBRFSBRF$58,502$5,446 ▲10.3%17,945,4018.9%Consumer StaplesPAGSPagSeguro Digital$58,382$6,389 ▲12.3%4,088,3808.9%Business ServicesVIPSVipshop$51,227$5,714 ▲12.6%3,095,3037.8%Computer and TechnologyJDJD.com$41,477$41,477 ▲New Holding1,514,3006.3%Retail/WholesaleKGCKinross Gold$40,581$4,459 ▲12.3%6,620,1266.2%Basic MaterialsCIGCEMIG$32,857$3,650 ▲12.5%13,302,2905.0%UtilitiesIAGIAMGOLD$29,954$3,224 ▲12.1%8,995,0594.6%Basic MaterialsATHMAutohome$28,680$3,135 ▲12.3%1,093,8154.4%Computer and TechnologyNTCONatura &Co$26,763$2,940 ▲12.3%3,737,8644.1%Consumer StaplesPAASPan American Silver$26,193$2,879 ▲12.3%1,736,9624.0%Basic MaterialsEQXEquinox Gold$6,884$35 ▼-0.5%1,143,6001.0%Basic MaterialsMUXMcEwen Mining$6,730$6,730 ▲New Holding682,6001.0%Basic MaterialsYYJOYY$5,427$2,020 ▲59.3%176,5000.8%Computer and TechnologyHSAIHesai Group$5,323$5,323 ▲New Holding1,051,9000.8%Auto/Tires/TrucksCANCanaan$2,1460.0%1,412,1410.3%Computer and TechnologyMXMagnachip Semiconductor$2,0950.0%375,4950.3%Computer and TechnologyNIUNiu Technologies$1,8920.0%1,126,0620.3%Auto/Tires/TrucksKWEBKraneShares CSI China Internet ETF$1,079$252 ▼-18.9%41,1000.2%ManufacturingTALTAL Education Group$1,049$34 ▼-3.1%92,4260.2%Consumer DiscretionaryASHRX-trackers Harvest CSI 300 China A-Shares Fund$983$231 ▼-19.0%40,8450.1%ETFQDQudian$6030.0%241,1540.1%FinanceMOMOHello Group$0$5,213 ▼-100.0%00.0%Computer and TechnologyHIMXHimax Technologies$0$4,875 ▼-100.0%00.0%Computer and TechnologyHUYAHUYA$0$4,523 ▼-100.0%00.0%Computer and TechnologyCGAUCenterra Gold$0$4,438 ▼-100.0%00.0%Basic MaterialsDOYUDouYu International$0$3,055 ▼-100.0%00.0%Consumer DiscretionaryUGPUltrapar Participações$0$535 ▼-100.0%00.0%Oils/Energy More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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