Sloane Robinson LLP 13F 持仓 · 最近申报 2020年Q4
Sloane Robinson 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 13 只证券，申报市值合计 1.08 亿美元。前几大持仓：PAAS（20.50%）、GDXJ（15.86%）、GDX（15.04%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 9 只、清仓 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PAAS | PAN AMERN SILVER CORP | $22.1M | 20.50% | 640,000 | 减持 |
| 2 | GDXJ | VANECK VECTORS ETF TR | $17.1M | 15.86% | 315,000 | 减持 |
| 3 | GDX | VANECK VECTORS ETF TR | $16.2M | 15.04% | 450,000 | 减持 |
| 4 | AEM | AGNICO EAGLE MINES LTD | $15.2M | 14.07% | 215,000 | 减持 |
| 5 | KC | KINGSOFT CLOUD HLDGS LTD | $11.9M | 11.03% | 272,800 | 增持 |
| 6 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $8.9M | 8.22% | 300,100 | 增持 |
| 7 | API | AGORA INC | $6.4M | 5.95% | 162,000 | 新建仓 |
| 8 | TCOM | TRIP COM GROUP LTD | $5.5M | 5.14% | 164,100 | 增持 |
| 9 | CMCL | CALEDONIA MNG CORP PLC | $1.7M | 1.60% | 104,495 | 减持 |
| 10 | CDE | COEUR MNG INC | $931,000 | 0.86% | 90,000 | 减持 |
| 11 | SE | SEA LTD | $756,000 | 0.70% | 3,800 | 减持 |
| 12 | HDB | HDFC BANK LTD | $723,000 | 0.67% | 10,000 | 减持 |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $396,000 | 0.37% | 1,700 | 减持 |
| 14 | ACN | Accenture PLC Ireland | $0 | 0.00% | 0 | 清仓 |
| 15 | BKNG | Booking Holdings Inc | $0 | 0.00% | 0 | 清仓 |
| 16 | EPAM | EPAM Systems Inc | $0 | 0.00% | 0 | 清仓 |
| 17 | FRCB | First Rep BK San Francisco C | $0 | 0.00% | 0 | 清仓 |
| 18 | GLOB | Globant S A | $0 | 0.00% | 0 | 清仓 |
| 19 | MELI | MercadoLibre Inc | $0 | 0.00% | 0 | 清仓 |
| 20 | NBIS | Yandex N V | $0 | 0.00% | 0 | 清仓 |
| 21 | TSM | Taiwan Semiconductor MFG LTD | $0 | 0.00% | 0 | 清仓 |
| 22 | VALE | Vale S A | $0 | 0.00% | 0 | 清仓 |
| 23 | WMG | Warner Music Group Corp | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
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