Polunin Capital Partners

Polunin Capital Partners as of June 30, 2025

Portfolio Holdings for Polunin Capital Partners

Polunin Capital Partners holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Hldg Sponsored Ads (BABA) 25.2 $154M 1.4M 107.99
Brf Sa Sponsored Adr 10.9 $67M 17M 3.97
Jd.com Spon Ads Cl A (JD) 10.9 $67M 2.0M 32.70
Stoneco Com Cl A (STNE) 9.2 $57M 3.5M 16.31
Full Truck Alliance Sponsored Ads (YMM) 6.7 $41M 3.2M 12.70
Pagseguro Digital Com Cl A (PAGS) 5.8 $35M 3.8M 9.21
Autohome Sp Ads Rp Cl A (ATHM) 5.2 $32M 1.2M 26.93
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 5.1 $31M 9.5M 3.32
Baidu Spon Adr Rep A (BIDU) 5.1 $31M 344k 90.28
Hesai Group Sponsored Ads (HSAI) 4.4 $27M 1.2M 22.81
Ryanair Holdings Sponsored Adr (RYAAY) 2.0 $12M 210k 58.84
Joyy Ads Repstg Com A (JOYY) 1.5 $9.0M 167k 53.68
Compania De Minas Buenaventu Sponsored Adr (BVN) 1.3 $8.1M 499k 16.23
Himax Technologies Sponsored Adr (HIMX) 1.1 $7.0M 758k 9.21
Hello Group Ads (MOMO) 1.0 $6.2M 707k 8.78
Weibo Corp Sponsored Adr (WB) 0.9 $5.5M 561k 9.77
Huya Ads Rep Shs A (HUYA) 0.8 $5.1M 2.1M 2.47
Niu Technologies Ads (NIU) 0.6 $3.8M 1.1M 3.56
Centerra Gold (CGAU) 0.6 $3.8M 529k 7.09
Douyu Intl Hldgs Sponsored Ads (DOYU) 0.4 $2.1M 304k 7.06
Magnachip Semiconductor Corp (MX) 0.2 $1.4M 359k 4.03
Kraneshares Trust Csi Chi Internet (KWEB) 0.2 $1.4M 41k 34.50
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.2 $1.1M 41k 27.96
Tal Education Group Sponsored Ads (TAL) 0.2 $966k 92k 10.45
Canaan Sponsored Ads (CAN) 0.2 $963k 1.3M 0.72
Qudian Adr (QD) 0.1 $779k 241k 3.23
Lufax Holding Sponsored Adr (LU) 0.0 $246k 90k 2.74