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Polunin Capital Partners Ltd Top Holdings and 13F Report (2025)

About Polunin Capital Partners Ltd

Investment Activity

  • Polunin Capital Partners Ltd has $680.05 thousand in total holdings as of September 30, 2025.
  • Polunin Capital Partners Ltd owns shares of 24 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 8.45% of the portfolio was purchased this quarter.
  • About 21.67% of the portfolio was sold this quarter.
  • This quarter, Polunin Capital Partners Ltd has purchased 27 new stocks and bought additional shares in 5 stocks.
  • Polunin Capital Partners Ltd sold shares of 11 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Alibaba Group
$259,789
JD.com
$69,804
StoneCo
$60,365
Baidu
$58,556

Largest New Holdings this Quarter

23703Q203 - DAQO New Energy
$37,183 Holding
06684L103 - Baozun
$424 Holding

Largest Purchases this Quarter

DAQO New Energy
1,283,958 shares (about $37.18K)
Baidu
68,496 shares (about $9.73K)
PagSeguro Digital
598,089 shares (about $5.59K)
Niu Technologies
388,821 shares (about $1.76K)
HUYA
434,263 shares (about $1.42K)

Largest Sales this Quarter

Alibaba Group
45,000 shares (about $8.46K)
JD.com
66,000 shares (about $2.34K)
StoneCo
105,100 shares (about $1.89K)
Full Truck Alliance
101,800 shares (about $1.36K)
Autohome
36,100 shares (about $1.03K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPolunin Capital Partners Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$259,789$8,461 -3.2%1,381,63438.2%Retail/Wholesale
JD.com, Inc. stock logo
JD
JD.com
$69,804$2,336 -3.2%1,971,85610.3%Retail/Wholesale
StoneCo Ltd. stock logo
STNE
StoneCo
$60,365$1,889 -3.0%3,359,1888.9%Computer and Technology
Baidu, Inc. stock logo
BIDU
Baidu
$58,556$9,726 19.9%412,3688.6%Computer and Technology
Full Truck Alliance Co. Ltd. Sponsored ADR stock logo
YMM
Full Truck Alliance
$42,085$1,362 -3.1%3,145,3466.2%Business Services
PagSeguro Digital Ltd. stock logo
PAGS
PagSeguro Digital
$41,453$5,592 15.6%4,433,4606.1%Business Services
DAQO New Energy Corp. stock logo
DQ
DAQO New Energy
$37,183$37,183 New Holding1,283,9585.5%Basic Materials
Autohome Inc. stock logo
ATHM
Autohome
$32,786$1,026 -3.0%1,153,2154.8%Computer and Technology
Ryanair Holdings PLC stock logo
RYAAY
Ryanair
$12,5150.0%210,3311.8%Transportation
Buenaventura Mining Company Inc. stock logo
BVN
Buenaventura Mining
$12,2270.0%499,2811.8%Basic Materials
JOYY Inc. stock logo
YY
JOYY
$9,595$232 -2.4%163,4301.4%Computer and Technology
HUYA Inc. Sponsored ADR stock logo
HUYA
HUYA
$8,242$1,424 20.9%2,512,9351.2%Computer and Technology
Hello Group Inc. Sponsored ADR stock logo
MOMO
Hello Group
$6,644$1,366 25.9%889,3691.0%Computer and Technology
Niu Technologies stock logo
NIU
Niu Technologies
$6,603$1,757 36.3%1,460,8831.0%Auto/Tires/Trucks
Himax Technologies, Inc. stock logo
HIMX
Himax Technologies
$6,381$163 -2.5%739,3680.9%Computer and Technology
Centerra Gold Inc. stock logo
CGAU
Centerra Gold
$5,857$152 -2.5%515,7150.9%Basic Materials
DOUYU INTL HLDGS LTD
$2,183$75 -3.3%293,4300.3%SPONSORED ADS
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$1,7530.0%41,1000.3%Manufacturing
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
$1,709$54 -3.1%1,304,8410.3%Finance
Xtrackers Harvest CSI 300 China A-Shares ETF stock logo
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
$1,3460.0%40,8450.2%ETF
Magnachip Semiconductor Corp. stock logo
MX
Magnachip Semiconductor
$1,114$33 -2.9%348,0950.2%Computer and Technology
Qudian Inc. - Sponsored ADR stock logo
QD
Qudian
$1,0730.0%241,1540.2%Business Services
Baozun Inc. stock logo
BZUN
Baozun
$424$424 New Holding107,6230.1%Computer and Technology
LUFAX HOLDING LTD
$3590.0%89,6260.1%SPONSORED ADR
Brf S.A. stock logo
BRFS
BRF
$0$66,813 -100.0%00.0%Consumer Staples
Ultrapar Participacoes S.A. stock logo
UGP
Ultrapar Participacoes
$0$31,398 -100.0%00.0%Energy
Hesai Group Sponsored ADR stock logo
HSAI
Hesai Group
$0$26,921 -100.0%00.0%Auto/Tires/Trucks
Weibo Corporation stock logo
WB
Weibo
$0$5,481 -100.0%00.0%Computer and Technology
TAL Education Group stock logo
TAL
TAL Education Group
$0$966 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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