Polunin Capital Partners Ltd Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$611.9M
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,426,634 | $154.1M | 25.18% | |
| 2 | P5YBRF SA | 16,829,511 | $66.8M | 10.92% | |
| 3 | JDJD.COM INC | 2,037,856 | $66.6M | 10.89% | |
| 4 | STNESTONECO LTD | 3,464,288 | $56.5M | 9.23% | |
| 5 | YMMFULL TRUCK ALLIANCE CO LTD | 3,247,146 | $41.2M | 6.74% | |
| 6 | PAGSPAGSEGURO DIGITAL LTD | 3,835,371 | $35.3M | 5.77% | |
| 7 | ATHMAUTOHOME INC | 1,189,315 | $32.0M | 5.23% | |
| 8 | UGRULTRAPAR PARTICIPACOES SA | 9,457,242 | $31.4M | 5.13% | |
| 9 | BIDUNBAIDU INC | 343,872 | $31.0M | 5.07% | |
| 10 | HSAIHESAI GROUP | 1,180,242 | $26.9M | 4.40% | |
| 11 | RYAAYRYANAIR HOLDINGS PLC | 210,331 | $12.4M | 2.02% | |
| 12 | JOYYJOYY INC | 167,377 | $9.0M | 1.47% | |
| 13 | BVNCOMPANIA DE MINAS BUENAVENTU | 499,281 | $8.1M | 1.32% | |
| 14 | HIMXHIMAX TECHNOLOGIES INC | 758,268 | $7.0M | 1.14% | |
| 15 | MOMOHELLO GROUP INC | 706,495 | $6.2M | 1.01% | |
| 16 | WBWEIBO CORP | 561,050 | $5.5M | 0.90% | |
| 17 | HUYAHUYA INC | 2,078,672 | $5.1M | 0.84% | |
| 18 | NIUNIU TECHNOLOGIES | 1,072,062 | $3.8M | 0.62% | |
| 19 | CGCENTERRA GOLD INC | 529,115 | $3.8M | 0.61% | |
| 20 | DOYUDOUYU INTL HLDGS LTD | 303,530 | $2.1M | 0.35% | |
| 21 | MXMAGNACHIP SEMICONDUCTOR CORP | 358,495 | $1.4M | 0.24% | |
| 22 | KWEBKRANESHARES TRUST | 41,100 | $1.4M | 0.23% | |
| 23 | ASHRDBX ETF TR | 40,845 | $1.1M | 0.19% | |
| 24 | TALTAL EDUCATION GROUP | 92,426 | $966K | 0.16% | |
| 25 | CANCANAAN INC | 1,346,141 | $963K | 0.16% | |
| 26 | HTTQUDIAN INC | 241,154 | $779K | 0.13% | |
| 27 | LULUFAX HOLDING LTD | 89,626 | $246K | 0.04% |