Sloane Robinson LLP — Q4 2020 13F 持股

Name: Sloane Robinson LLP — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001415293

申報總市值

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	PAAS	Pan American Silver CORP	股票-原物料	20.50%	-20.50%	EXIT
2	GDXJ	Vaneck Junior Gold Miners	ETF-避險與商品	15.86%	-15.86%	EXIT
3	GDX	Vaneck Gold Miners ETF	ETF-避險與商品	15.04%	-15.04%	EXIT
4	AEM	Agnico Eagle Mines LTD	股票-原物料	14.07%	-14.07%	EXIT
5	KC	Kingsoft Cloud Holdings-adr	股票-其他	11.03%	-11.03%	EXIT
6	MMYT	MakeMyTrip Limited	股票-其他	8.22%	-8.22%	EXIT
7	API	Agora Inc-adr	股票-其他	5.95%	-5.95%	EXIT
8	TCOM	Trip.com Group Ltd-adr	股票-循環性消費	5.14%	-5.14%	EXIT
9	✓	Caledonia Mng CORP PLC	股票-其他	1.60%	-1.60%	EXIT
10	CDE	Coeur Mining INC	股票-原物料	0.86%	-0.86%	EXIT
11	SE	Sea Ltd-adr	股票-通訊服務	0.70%	-0.70%	EXIT
12	HDB	Hdfc Bank Ltd-adr	股票-金融	0.67%	-0.67%	EXIT
13	BABA	Alibaba Group Holding-sp Adr	股票-循環性消費	0.37%	-0.37%	EXIT

Sloane Robinson LLP 於截至 Q4 2020 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	KC	Kingsoft Cloud Holdings-adr	+10.9%	+3072.09%	加碼
2	MMYT	MakeMyTrip Limited	+7.9%	+812.16%	加碼
3	TCOM	Trip.com Group Ltd-adr	+4.8%	+1063.83%	加碼
4	GDXJ	Vaneck Junior Gold Miners	+3.5%	-1.87%	減碼
5	AEM	Agnico Eagle Mines LTD	+2%	-1.38%	減碼
6	✓	Caledonia Mng CORP PLC	+0.4%	-0.00%	減碼
7	CDE	Coeur Mining INC	+0.3%	-25.00%	減碼
8	PAAS	Pan American Silver CORP	-2%	-36.53%	減碼
9	HDB	Hdfc Bank Ltd-adr	-2.4%	-88.64%	減碼
10	BABA	Alibaba Group Holding-sp Adr	-3%	-89.76%	減碼
11	GDX	Vaneck Gold Miners ETF	-3.3%	-33.29%	減碼
12	SE	Sea Ltd-adr	-4.3%	-91.77%	減碼
13	API	Agora Inc-adr	—	NEW	新建倉
14	GLOB	Globant S.A.	—	EXIT	清倉
15	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	清倉
16	BKNG	Booking Holdings INC	—	EXIT	清倉
17	EPAM	Epam Systems INC	—	EXIT	清倉
18	MELI	Mercadolibre INC	—	EXIT	清倉
19	VALE	Vale Sa-sp Adr	—	EXIT	清倉
20	NBIS	Nebius Group NV	—	EXIT	清倉
21	WMG	Warner Music Group Corp-cl A	—	EXIT	清倉
22	FRCB	First Republic Bank/ca	—	EXIT	清倉
23	ACN	Accenture plc	—	EXIT	清倉