Sloane Robinson LLP — Q1 2020 13F 持股

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

CIK: 0001415293

申报总市值

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	21.74%	-15.04%	EXIT
2	BABA	Alibaba Group Holding-sp Adr	股票-周期性消费	16.50%	-0.37%	EXIT
3	GDXJ	Vaneck Junior Gold Miners	ETF-避险与商品	14.99%	-15.86%	EXIT
4	PAAS	Pan American Silver CORP	股票-原材料	14.00%	-20.50%	EXIT
5	SE	Sea Ltd-adr	股票-通信服务	8.77%	-0.70%	EXIT
6	GLOB	Globant S.A.	股票-科技	6.82%	—	+115.64%
7	EPAM	Epam Systems INC	股票-科技	6.51%	—	—
8	MELI	Mercadolibre INC	股票-周期性消费	5.88%	—	-81.22%
9	✓	Caledonia Mng CORP PLC	股票-其他	2.33%	-1.60%	EXIT
10	CDE	Coeur Mining INC	股票-原材料	1.47%	-0.86%	EXIT
11	TSM	Taiwan Semiconductor-sp Adr	股票-科技	0.99%	—	-82.43%

Sloane Robinson LLP 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	GDX	Vaneck Gold Miners ETF	+19.8%	+309.02%	加仓
2	GLOB	Globant S.A.	+5.7%	+115.64%	加仓
3	BABA	Alibaba Group Holding-sp Adr	+4.4%	-56.10%	减仓
4	GDXJ	Vaneck Junior Gold Miners	+4.2%	-38.28%	减仓
5	CDE	Coeur Mining INC	+0.4%	—	不变
6	PAAS	Pan American Silver CORP	-0.7%	-53.70%	减仓
7	TSM	Taiwan Semiconductor-sp Adr	-1%	-82.43%	减仓
8	MELI	Mercadolibre INC	-4.9%	-81.22%	减仓
9	SE	Sea Ltd-adr	-8.4%	-86.36%	减仓
10	HDB	Hdfc Bank Ltd-adr	—	EXIT	清仓
11	BKNG	Booking Holdings INC	—	EXIT	清仓
12	BAP	Credicorp Ltd.	—	EXIT	清仓
13	BBD	Banco Bradesco-adr	—	EXIT	清仓
14	NDAQ	Nasdaq INC	—	EXIT	清仓
15	PRAH	Pra Health Sciences INC	—	EXIT	清仓
16	EPAM	Epam Systems INC	—	NEW	新建仓
17	PBR-A	Petroleo Brasil-sp Pref Adr	—	EXIT	清仓
18	OPRA	Opera Ltd-adr	—	EXIT	清仓
19	HHR1USD	Headhunter Group Plc-adr	—	EXIT	清仓
20	✓	Caledonia Mng CORP PLC	—	NEW	新建仓
21	SGDM	Sprott Gold Miners ETF	—	EXIT	清仓
22	FMX	Fomento Economico Mex-sp Adr	—	EXIT	清仓
23	FRCB	First Republic Bank/ca	—	EXIT	清仓
24	IBKR	Interactive Brokers Gro-cl A	—	EXIT	清仓
25	ACN	Accenture plc	—	EXIT	清仓
26	MDLZ	Mondelez International Inc-a	—	EXIT	清仓
27	ENOV	Enovis Corporation	—	EXIT	清仓