Sloane Robinson LLP — Q1 2020 13F Holdings

Name: Sloane Robinson LLP — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001415293

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GDX	Vaneck Gold Miners ETF	ETF-Commodities	21.74%	-15.04%	EXIT
2	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	16.50%	-0.37%	EXIT
3	GDXJ	Vaneck Junior Gold Miners	ETF-Commodities	14.99%	-15.86%	EXIT
4	PAAS	Pan American Silver CORP	Stock-Materials	14.00%	-20.50%	EXIT
5	SE	Sea Ltd-adr	Stock-Comm Services	8.77%	-0.70%	EXIT
6	GLOB	Globant S.A.	Stock-Tech	6.82%	—	+115.64%
7	EPAM	Epam Systems INC	Stock-Tech	6.51%	—	—
8	MELI	Mercadolibre INC	Stock-Consumer Disc	5.88%	—	-81.22%
9	✓	Caledonia Mng CORP PLC	Stock-Other	2.33%	-1.60%	EXIT
10	CDE	Coeur Mining INC	Stock-Materials	1.47%	-0.86%	EXIT
11	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.99%	—	-82.43%

Position changes disclosed by Sloane Robinson LLP for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GDX	Vaneck Gold Miners ETF	+19.8%	+309.02%	Add
2	GLOB	Globant S.A.	+5.7%	+115.64%	Add
3	BABA	Alibaba Group Holding-sp Adr	+4.4%	-56.10%	Trim
4	GDXJ	Vaneck Junior Gold Miners	+4.2%	-38.28%	Trim
5	CDE	Coeur Mining INC	+0.4%	—	Unchanged
6	PAAS	Pan American Silver CORP	-0.7%	-53.70%	Trim
7	TSM	Taiwan Semiconductor-sp Adr	-1%	-82.43%	Trim
8	MELI	Mercadolibre INC	-4.9%	-81.22%	Trim
9	SE	Sea Ltd-adr	-8.4%	-86.36%	Trim
10	HDB	Hdfc Bank Ltd-adr	—	EXIT	Sold out
11	BKNG	Booking Holdings INC	—	EXIT	Sold out
12	BAP	Credicorp Ltd.	—	EXIT	Sold out
13	BBD	Banco Bradesco-adr	—	EXIT	Sold out
14	NDAQ	Nasdaq INC	—	EXIT	Sold out
15	PRAH	Pra Health Sciences INC	—	EXIT	Sold out
16	EPAM	Epam Systems INC	—	NEW	New buy
17	PBR-A	Petroleo Brasil-sp Pref Adr	—	EXIT	Sold out
18	OPRA	Opera Ltd-adr	—	EXIT	Sold out
19	HHR1USD	Headhunter Group Plc-adr	—	EXIT	Sold out
20	✓	Caledonia Mng CORP PLC	—	NEW	New buy
21	SGDM	Sprott Gold Miners ETF	—	EXIT	Sold out
22	FMX	Fomento Economico Mex-sp Adr	—	EXIT	Sold out
23	FRCB	First Republic Bank/ca	—	EXIT	Sold out
24	IBKR	Interactive Brokers Gro-cl A	—	EXIT	Sold out
25	ACN	Accenture plc	—	EXIT	Sold out
26	MDLZ	Mondelez International Inc-a	—	EXIT	Sold out
27	ENOV	Enovis Corporation	—	EXIT	Sold out