0001340614-14-000006.txt : 20141008 0001340614-14-000006.hdr.sgml : 20141008 20141008103835 ACCESSION NUMBER: 0001340614-14-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141008 DATE AS OF CHANGE: 20141008 EFFECTIVENESS DATE: 20141008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Horseman Capital Management Ltd CENTRAL INDEX KEY: 0001340614 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11486 FILM NUMBER: 141147174 BUSINESS ADDRESS: STREET 1: 9 CHESTER CLOSE STREET 2: BELGRAVIA CITY: LONDON STATE: X0 ZIP: SW1X 7BE BUSINESS PHONE: 442078387580 MAIL ADDRESS: STREET 1: 9 CHESTER CLOSE STREET 2: BELGRAVIA CITY: LONDON STATE: X0 ZIP: SW1X 7BE 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001340614 XXXXXXXX 09-30-2014 09-30-2014 Horseman Capital Management Ltd

9 Chester Close Belgravia London X0 SW1X 7BE

13F HOLDINGS REPORT 028-11486 N Christopher Harrison -44 207 838 7580 Christopher Harrison, London, 06 October 2014 London X0 10-06-2014 0 31 285597 false INFORMATION TABLE 2 form13fInfoTable.xml Baidu Inc ADR 056752108 1964 9000 SH SOLE None 9000 0 0 Bank of New York Mellon Corp/The Common Stock 064058100 31910 823900 SH SOLE None 823900 0 0 Barrick Gold Corp Common Stock 067901108 8446 576100 SH SOLE None 576100 0 0 BB&T Corp Common Stock 054937107 8253 221800 SH SOLE None 221800 0 0 Capital One Financial Corp Common Stock 14040H105 25172 308400 SH SOLE None 308400 0 0 Comerica Inc Common Stock 200340107 19515 391400 SH SOLE None 391400 0 0 CVS Health Corp Common Stock 126650100 239 3000 SH SOLE None 3000 0 0 First Solar Inc Common Stock 336433107 1448 22000 SH SOLE None 22000 0 0 Golden Star Resources Ltd Common Stock 38119T104 133 321400 SH SOLE None 321400 0 0 Goldman Sachs Group Inc/The Common Stock 38141G104 27609 150400 SH SOLE None 150400 0 0 Google Inc Common Stock 38259P706 13799 23900 SH SOLE None 23900 0 0 Google Inc Common Stock 38259P508 14063 23900 SH SOLE None 23900 0 0 Harmony Gold Mining Co Ltd ADR 413216300 6576 3044300 SH SOLE None 3044300 0 0 HDFC Bank Ltd ADR 40415F101 1118 24000 SH SOLE None 24000 0 0 IAMGOLD Corp Common Stock 450913108 7575 2744700 SH SOLE None 2744700 0 0 ICICI Bank Ltd ADR 45104G104 1571 32000 SH SOLE None 32000 0 0 JD.com Inc ADR 47215P106 775 30000 SH SOLE None 30000 0 0 JinkoSolar Holding Co Ltd ADR 47759T100 825 30000 SH SOLE None 30000 0 0 Jumei International Holding Ltd ADR 48138L107 704 30000 SH SOLE None 30000 0 0 Market Vectors Junior Gold Miners ETF ETP 57061R544 7531 224000 SH SOLE None 224000 0 0 Newmont Mining Corp Common Stock 651639106 10285 446200 SH SOLE None 446200 0 0 Qihoo 360 Technology Co Ltd ADR 74734M109 810 12000 SH SOLE None 12000 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 757 37500 SH SOLE None 37500 0 0 TJX Cos Inc/The Common Stock 872540109 17751 300000 SH SOLE None 300000 0 0 Tuniu Corp ADR 89977P106 10118 590000 SH SOLE None 590000 0 0 US Bancorp/MN Common Stock 902973304 13519 323200 SH SOLE None 323200 0 0 Vipshop Holdings Ltd ADR 92763W103 21271 112540 SH SOLE None 112540 0 0 Walt Disney Co/The Common Stock 254687106 249 2800 SH SOLE None 2800 0 0 Wells Fargo & Co Common Stock 949746101 27444 529100 SH SOLE None 529100 0 0 Yahoo! Inc Common Stock 984332106 2445 60000 SH SOLE None 60000 0 0 YY Inc ADR 98426T106 1722 23000 SH SOLE None 23000 0 0