Sloane Robinson LLP — Q4 2020 13F Holdings

Name: Sloane Robinson LLP — 13F Holdings, Q4 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	PAAS	Pan American Silver CORP	Stock-Materials	20.50%	-20.50%	EXIT
2	GDXJ	Vaneck Junior Gold Miners	ETF-Commodities	15.86%	-15.86%	EXIT
3	GDX	Vaneck Gold Miners ETF	ETF-Commodities	15.04%	-15.04%	EXIT
4	AEM	Agnico Eagle Mines LTD	Stock-Materials	14.07%	-14.07%	EXIT
5	KC	Kingsoft Cloud Holdings-adr	Stock-Other	11.03%	-11.03%	EXIT
6	MMYT	MakeMyTrip Limited	Stock-Other	8.22%	-8.22%	EXIT
7	API	Agora Inc-adr	Stock-Other	5.95%	-5.95%	EXIT
8	TCOM	Trip.com Group Ltd-adr	Stock-Consumer Disc	5.14%	-5.14%	EXIT
9	✓	Caledonia Mng CORP PLC	Stock-Other	1.60%	-1.60%	EXIT
10	CDE	Coeur Mining INC	Stock-Materials	0.86%	-0.86%	EXIT
11	SE	Sea Ltd-adr	Stock-Comm Services	0.70%	-0.70%	EXIT
12	HDB	Hdfc Bank Ltd-adr	Stock-Financials	0.67%	-0.67%	EXIT
13	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	0.37%	-0.37%	EXIT

Position changes disclosed by Sloane Robinson LLP for the quarter ending Q4 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	KC	Kingsoft Cloud Holdings-adr	+10.9%	+3072.09%	Add
2	MMYT	MakeMyTrip Limited	+7.9%	+812.16%	Add
3	TCOM	Trip.com Group Ltd-adr	+4.8%	+1063.83%	Add
4	GDXJ	Vaneck Junior Gold Miners	+3.5%	-1.87%	Trim
5	AEM	Agnico Eagle Mines LTD	+2%	-1.38%	Trim
6	✓	Caledonia Mng CORP PLC	+0.4%	-0.00%	Trim
7	CDE	Coeur Mining INC	+0.3%	-25.00%	Trim
8	PAAS	Pan American Silver CORP	-2%	-36.53%	Trim
9	HDB	Hdfc Bank Ltd-adr	-2.4%	-88.64%	Trim
10	BABA	Alibaba Group Holding-sp Adr	-3%	-89.76%	Trim
11	GDX	Vaneck Gold Miners ETF	-3.3%	-33.29%	Trim
12	SE	Sea Ltd-adr	-4.3%	-91.77%	Trim
13	API	Agora Inc-adr	—	NEW	New buy
14	GLOB	Globant S.A.	—	EXIT	Sold out
15	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	Sold out
16	BKNG	Booking Holdings INC	—	EXIT	Sold out
17	EPAM	Epam Systems INC	—	EXIT	Sold out
18	MELI	Mercadolibre INC	—	EXIT	Sold out
19	VALE	Vale Sa-sp Adr	—	EXIT	Sold out
20	NBIS	Nebius Group NV	—	EXIT	Sold out
21	WMG	Warner Music Group Corp-cl A	—	EXIT	Sold out
22	FRCB	First Republic Bank/ca	—	EXIT	Sold out
23	ACN	Accenture plc	—	EXIT	Sold out