Ronit Capital LLP 13F 持仓 · 最近申报 2022年Q3
Ronit Capital 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 7,432.10 万美元。前几大持仓：VSTA（6.93%）、EMBJ（6.54%）、TME（5.59%）。本季前 25 大持仓中：新建仓 3 只、增持 18 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VSTA | VASTA PLATFORM LTD | $5.1M | 6.93% | 980,471 | 持平 |
| 2 | EMBJ | EMBRAER S.A. | $4.9M | 6.54% | 565,500 | 增持 |
| 3 | TME | TENCENT MUSIC ENTMT GROUP | $4.2M | 5.59% | 1.0M | 减持 |
| 4 | NVCT | NUVECTIS PHARMA INC | $4.0M | 5.37% | 562,547 | 增持 |
| 5 | RNWWW | RENEW ENERGY GLOBAL PLC | $3.9M | 5.19% | 844,245 | 增持 |
| 6 | VAL | VALARIS LIMITED | $3.9M | 5.19% | 78,820 | 增持 |
| 7 | GRVY | GRAVITY CO LTD | $3.7M | 5.04% | 80,000 | 持平 |
| 8 | PAAS | PAN AMERN SILVER CORP | $3.6M | 4.84% | 226,400 | 增持 |
| 9 | TIMB | TIM S A | $3.1M | 4.18% | 277,675 | 增持 |
| 10 | SBSW | SIBANYE STILLWATER LTD | $3.1M | 4.13% | 329,700 | 增持 |
| 11 | HMY | HARMONY GOLD MINING CO LTD | $3.0M | 4.07% | 1.2M | 增持 |
| 12 | KOS | KOSMOS ENERGY LTD | $2.4M | 3.23% | 465,000 | 增持 |
| 13 | ITUB | ITAU UNIBANCO HLDG S A | $2.3M | 3.04% | 437,500 | 增持 |
| 14 | TMC | TMC THE METALS COMPANY INC | $1.8M | 2.42% | 1.7M | 增持 |
| 15 | TV | GRUPO TELEVISA S A B | $1.6M | 2.17% | 300,000 | 增持 |
| 16 | GFI | GOLD FIELDS LTD | $1.4M | 1.85% | 170,000 | 增持 |
| 17 | NESR | NATIONAL ENERGY SERVICES REU | $1.4M | 1.82% | 227,562 | 持平 |
| 18 | PSKY | PARAMOUNT GLOBAL | $1.3M | 1.79% | 70,000 | 增持 |
| 19 | PYPL | PAYPAL HLDGS INC | $1.3M | 1.74% | 15,000 | 增持 |
| 20 | INTC | INTEL CORP | $1.3M | 1.73% | 50,000 | 增持 |
| 21 | NEM | NEWMONT CORP | $1.3M | 1.70% | 30,000 | 新建仓 |
| 22 | AMOV | AMERICA MOVIL SAB DE CV | $1.2M | 1.66% | 75,000 | 新建仓 |
| 23 | DESP | DESPEGAR COM CORP | $1.1M | 1.53% | 200,000 | 新建仓 |
| 24 | JD | JD.COM INC | $1.0M | 1.35% | 20,000 | 增持 |
| 25 | SPR | SPIRIT AEROSYSTEMS HLDGS INC | $1.0M | 1.35% | 45,754 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR