Polunin Capital Partners

Polunin Capital Partners as of Dec. 31, 2025

Portfolio Holdings for Polunin Capital Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Hldg Sponsored Ads (BABA) 35.3 $229M 1.4M 165.40
Baidu Spon Adr Rep A (BIDU) 9.5 $62M 414k 149.53
Jd.com Spon Ads Cl A (JD) 8.7 $56M 1.9M 28.90
Stoneco Com Cl A (STNE) 7.5 $49M 3.4M 14.49
Pagseguro Digital Com Cl A (PAGS) 6.9 $45M 4.5M 10.08
Canadian Solar (CSIQ) 6.7 $44M 2.0M 21.74
Daqo New Energy Corp Spnsrd Ads New (DQ) 5.7 $37M 1.5M 25.18
Full Truck Alliance Sponsored Ads (YMM) 4.8 $31M 3.2M 9.86
Autohome Sp Ads Rp Cl A (ATHM) 4.1 $26M 1.1M 23.09
Compania De Minas Buenaventu Sponsored Adr (BVN) 2.9 $19M 540k 34.68
Joyy Ads Repstg Com A (JOYY) 1.6 $11M 152k 69.49
Huya Ads Rep Shs A (HUYA) 1.6 $10M 2.7M 3.71
Centerra Gold (CGAU) 1.3 $8.2M 492k 16.66
Himax Technologies Sponsored Adr (HIMX) 0.9 $6.1M 707k 8.59
Hello Group Ads (MOMO) 0.9 $6.0M 853k 6.99
Galiano Gold (GAU) 0.8 $5.2M 1.9M 2.78
Douyu Intl Hldgs Sponsored Ads (DOYU) 0.3 $1.9M 278k 6.80
Magnachip Semiconductor Corp (MX) 0.2 $1.0M 335k 3.03
Canaan Sponsored Ads (CAN) 0.1 $942k 1.2M 0.79
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $778k 23k 33.56
Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $687k 19k 35.73
High Templar Technology Spon Ads (HTT) 0.1 $342k 113k 3.03
Baozun Sponsored Adr (BZUN) 0.0 $168k 60k 2.79
Lufax Holding Sponsored Adr (LU) 0.0 $110k 42k 2.62