Q1 2020 Holdings
Filed 2020-05-11 | 11 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd(BABA) | SPONSORED ADS | 01609W102 | $12.6M | 64,841 | 91.4% |
| Coeur Mining Inc(CDE) | COM NEW | 192108504 | $1.1M | 349,000 | 8.1% |
| VanEck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $16.6K | 721,100 | 0.1% |
| VanEck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $11.5K | 407,500 | 0.1% |
| Pan American Silver Corp(PAAS) | COM | 697900108 | $10.7K | 746,700 | 0.1% |
| Sea Ltd(SE) | SPONSORED ADS | 81141R100 | $6.7K | 151,200 | 0.0% |
| Globant SA(GLOB) | COM | L44385109 | $5.2K | 59,300 | 0.0% |
| Epam Systems Inc(EPAM) | COM | 29414B104 | $5.0K | 26,800 | 0.0% |
| MercadoLibre Inc(MELI) | COM | 58733R102 | $4.5K | 9,200 | 0.0% |
| Caledonia Mining Corp PLC(CMCL) | SHS NEW | G1757E113 | $1.8K | 199,000 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $760 | 15,900 | 0.0% |