Polunin Capital Partners Ltd Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$680.0M
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,381,634 | $259.8M | 38.20% | |
| 2 | JDJD.COM INC | 1,971,856 | $69.8M | 10.26% | |
| 3 | STNESTONECO LTD | 3,359,188 | $60.4M | 8.88% | |
| 4 | BIDUNBAIDU INC | 412,368 | $58.6M | 8.61% | |
| 5 | YMMFULL TRUCK ALLIANCE CO LTD | 3,145,346 | $42.1M | 6.19% | |
| 6 | PAGSPAGSEGURO DIGITAL LTD | 4,433,460 | $41.5M | 6.10% | |
| 7 | DQDAQO NEW ENERGY CORP | 1,283,958 | $37.2M | 5.47% | |
| 8 | ATHMAUTOHOME INC | 1,153,215 | $32.8M | 4.82% | |
| 9 | RYAAYRYANAIR HOLDINGS PLC | 210,331 | $12.5M | 1.84% | |
| 10 | BVNCOMPANIA DE MINAS BUENAVENTU | 499,281 | $12.2M | 1.80% | |
| 11 | JOYYJOYY INC | 163,430 | $9.6M | 1.41% | |
| 12 | HUYAHUYA INC | 2,512,935 | $8.2M | 1.21% | |
| 13 | MOMOHELLO GROUP INC | 889,369 | $6.6M | 0.98% | |
| 14 | NIUNIU TECHNOLOGIES | 1,460,883 | $6.6M | 0.97% | |
| 15 | HIMXHIMAX TECHNOLOGIES INC | 739,368 | $6.4M | 0.94% | |
| 16 | CGCENTERRA GOLD INC | 515,715 | $5.9M | 0.86% | |
| 17 | DOYUDOUYU INTL HLDGS LTD | 293,430 | $2.2M | 0.32% | |
| 18 | KWEBKRANESHARES TRUST | 41,100 | $1.8M | 0.26% | |
| 19 | CANCANAAN INC | 1,304,841 | $1.7M | 0.25% | |
| 20 | ASHRDBX ETF TR | 40,845 | $1.3M | 0.20% | |
| 21 | MXMAGNACHIP SEMICONDUCTOR CORP | 348,095 | $1.1M | 0.16% | |
| 22 | HTTQUDIAN INC | 241,154 | $1.1M | 0.16% | |
| 23 | BZUNBAOZUN INC | 107,623 | $424K | 0.06% | |
| 24 | LULUFAX HOLDING LTD | 89,626 | $359K | 0.05% |