Polunin Capital Partners

Polunin Capital Partners as of Sept. 30, 2025

Portfolio Holdings for Polunin Capital Partners

Polunin Capital Partners holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Hldg Sponsored Ads (BABA) 38.2 $260M 1.4M 188.03
Jd.com Spon Ads Cl A (JD) 10.3 $70M 2.0M 35.40
Stoneco Com Cl A (STNE) 8.9 $60M 3.4M 17.97
Baidu Spon Adr Rep A (BIDU) 8.6 $59M 412k 142.00
Full Truck Alliance Sponsored Ads (YMM) 6.2 $42M 3.1M 13.38
Pagseguro Digital Com Cl A (PAGS) 6.1 $42M 4.4M 9.35
Daqo New Energy Corp Spnsrd Ads New (DQ) 5.5 $37M 1.3M 28.96
Autohome Sp Ads Rp Cl A (ATHM) 4.8 $33M 1.2M 28.43
Ryanair Holdings Sponsored Adr (RYAAY) 1.8 $13M 210k 59.50
Compania De Minas Buenaventu Sponsored Adr (BVN) 1.8 $12M 499k 24.49
Joyy Ads Repstg Com A (JOYY) 1.4 $9.6M 163k 58.71
Huya Ads Rep Shs A (HUYA) 1.2 $8.2M 2.5M 3.28
Hello Group Ads (MOMO) 1.0 $6.6M 889k 7.47
Niu Technologies Ads (NIU) 1.0 $6.6M 1.5M 4.52
Himax Technologies Sponsored Adr (HIMX) 0.9 $6.4M 739k 8.63
Centerra Gold (CGAU) 0.9 $5.9M 516k 11.36
Douyu Intl Hldgs Sponsored Ads (DOYU) 0.3 $2.2M 293k 7.44
Kraneshares Trust Csi Chi Internet (KWEB) 0.3 $1.8M 41k 42.65
Canaan Sponsored Ads (CAN) 0.3 $1.7M 1.3M 1.31
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.2 $1.3M 41k 32.95
Magnachip Semiconductor Corp (MX) 0.2 $1.1M 348k 3.20
Qudian Adr (QD) 0.2 $1.1M 241k 4.45
Baozun Sponsored Adr (BZUN) 0.1 $424k 108k 3.94
Lufax Holding Sponsored Adr (LU) 0.1 $359k 90k 4.01