Polunin Capital Partners Ltd Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$495.0M
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,325,120 | $131.7M | 26.60% | |
| 2 | JDJD.COM INC | 2,002,109 | $66.1M | 13.36% | |
| 3 | P5YBRF SA | 16,867,111 | $52.5M | 10.60% | |
| 4 | STNESTONECO LTD | 3,472,288 | $36.2M | 7.32% | |
| 5 | YMMFULL TRUCK ALLIANCE CO LTD | 3,255,746 | $33.7M | 6.81% | |
| 6 | PAGSPAGSEGURO DIGITAL LTD | 3,845,471 | $29.3M | 5.91% | |
| 7 | ATHMAUTOHOME INC | 1,192,015 | $28.4M | 5.73% | |
| 8 | BIDUNBAIDU INC | 344,972 | $26.5M | 5.36% | |
| 9 | UGRULTRAPAR PARTICIPACOES SA | 8,680,434 | $24.0M | 4.84% | |
| 10 | HSAIHESAI GROUP | 1,180,242 | $15.6M | 3.15% | |
| 11 | RYAAYRYANAIR HOLDINGS PLC | 210,331 | $8.3M | 1.69% | |
| 12 | BVNCOMPANIA DE MINAS BUENAVENTU | 499,281 | $6.5M | 1.31% | |
| 13 | JOYYJOYY INC | 167,377 | $6.4M | 1.29% | |
| 14 | HIMXHIMAX TECHNOLOGIES INC | 758,268 | $4.5M | 0.90% | |
| 15 | WBWEIBO CORP | 561,050 | $4.4M | 0.89% | |
| 16 | MOMOHELLO GROUP INC | 706,495 | $3.8M | 0.77% | |
| 17 | HUYAHUYA INC | 1,241,300 | $3.6M | 0.73% | |
| 18 | NIUNIU TECHNOLOGIES | 1,072,062 | $3.1M | 0.63% | |
| 19 | CGCENTERRA GOLD INC | 529,115 | $2.9M | 0.59% | |
| 20 | DOYUDOUYU INTL HLDGS LTD | 303,530 | $1.8M | 0.37% | |
| 21 | KWEBKRANESHARES TRUST | 41,100 | $1.2M | 0.23% | |
| 22 | ASHRDBX ETF TR | 40,845 | $967K | 0.20% | |
| 23 | MXMAGNACHIP SEMICONDUCTOR CORP | 358,495 | $950K | 0.19% | |
| 24 | CANCANAAN INC | 1,346,141 | $947K | 0.19% | |
| 25 | TALTAL EDUCATION GROUP | 92,426 | $904K | 0.18% | |
| 26 | HTTQUDIAN INC | 241,154 | $528K | 0.11% | |
| 27 | LULUFAX HOLDING LTD | 89,626 | $220K | 0.04% |