13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001629869-25-000001
Total Value
$404,405
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JD.COM INC | JDCMF | 2,024,517 | $78,933 | 19.52% |
| 2 | BRF SA | 10552T107 | 17,229,964 | $64,593 | 15.97% |
| 3 | FULL TRUCK ALLIANCE CO LTD | YMM | 3,308,322 | $37,246 | 9.21% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 416,576 | $35,448 | 8.77% |
| 5 | STONECO LTD | STNE | 3,534,266 | $30,244 | 7.48% |
| 6 | AUTOHOME INC | ATHM | 1,037,821 | $29,653 | 7.33% |
| 7 | CIA ENERGETICA DE MINAS GERA | 204409601 | 16,538,771 | $28,608 | 7.07% |
| 8 | PAGSEGURO DIGITAL LTD | PAGS | 3,920,754 | $26,340 | 6.51% |
| 9 | HESAI GROUP | HSIGF | 1,210,817 | $18,871 | 4.67% |
| 10 | JOYY INC | JOYY | 171,800 | $7,375 | 1.82% |
| 11 | HIMAX TECHNOLOGIES INC | HIMX | 779,368 | $6,895 | 1.70% |
| 12 | EQUINOX GOLD CORP | EQX | 1,112,500 | $6,495 | 1.61% |
| 13 | WEIBO CORP | WEIBF | 575,750 | $5,600 | 1.38% |
| 14 | HELLO GROUP INC | MOMO | 726,195 | $5,249 | 1.30% |
| 15 | DOUYU INTL HLDGS LTD | 25985W204 | 312,030 | $4,966 | 1.23% |
| 16 | HUYA INC | HUYA | 1,274,300 | $4,204 | 1.04% |
| 17 | CENTERRA GOLD INC | CGAU | 544,115 | $3,201 | 0.79% |
| 18 | CANAAN INC | CAN | 1,380,741 | $2,774 | 0.69% |
| 19 | NIU TECHNOLOGIES | NIU | 1,100,262 | $2,090 | 0.52% |
| 20 | MAGNACHIP SEMICONDUCTOR CORP | MX | 367,195 | $1,527 | 0.38% |
| 21 | KRANESHARES TRUST | 500767306 | 41,100 | $1,207 | 0.30% |
| 22 | DBX ETF TR | 233051879 | 40,845 | $1,059 | 0.26% |
| 23 | TAL EDUCATION GROUP | TAL | 92,426 | $912 | 0.23% |
| 24 | QUDIAN INC | HTT | 241,154 | $689 | 0.17% |
| 25 | LUFAX HOLDING LTD | LU | 89,626 | $226 | 0.06% |