13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001629869-25-000004
Total Value
$494,970
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,325,120 | $131,677 | 26.60% |
| 2 | JD.COM INC | JDCMF | 2,002,109 | $66,110 | 13.36% |
| 3 | BRF SA | 10552T107 | 16,867,111 | $52,457 | 10.60% |
| 4 | STONECO LTD | STNE | 3,472,288 | $36,216 | 7.32% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 3,255,746 | $33,730 | 6.81% |
| 6 | PAGSEGURO DIGITAL LTD | PAGS | 3,845,471 | $29,264 | 5.91% |
| 7 | AUTOHOME INC | ATHM | 1,192,015 | $28,382 | 5.73% |
| 8 | BAIDU INC | BAIDF | 344,972 | $26,515 | 5.36% |
| 9 | ULTRAPAR PARTICIPACOES SA | UGP | 8,680,434 | $23,958 | 4.84% |
| 10 | HESAI GROUP | HSIGF | 1,180,242 | $15,591 | 3.15% |
| 11 | RYANAIR HOLDINGS PLC | RYAOF | 210,331 | $8,342 | 1.69% |
| 12 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 499,281 | $6,461 | 1.31% |
| 13 | JOYY INC | JOYY | 167,377 | $6,384 | 1.29% |
| 14 | HIMAX TECHNOLOGIES INC | HIMX | 758,268 | $4,466 | 0.90% |
| 15 | WEIBO CORP | WEIBF | 561,050 | $4,404 | 0.89% |
| 16 | HELLO GROUP INC | MOMO | 706,495 | $3,808 | 0.77% |
| 17 | HUYA INC | HUYA | 1,241,300 | $3,625 | 0.73% |
| 18 | NIU TECHNOLOGIES | NIU | 1,072,062 | $3,141 | 0.63% |
| 19 | CENTERRA GOLD INC | CGAU | 529,115 | $2,922 | 0.59% |
| 20 | DOUYU INTL HLDGS LTD | 25985W204 | 303,530 | $1,839 | 0.37% |
| 21 | KRANESHARES TRUST | 500767306 | 41,100 | $1,162 | 0.23% |
| 22 | DBX ETF TR | 233051879 | 40,845 | $967 | 0.20% |
| 23 | MAGNACHIP SEMICONDUCTOR CORP | MX | 358,495 | $950 | 0.19% |
| 24 | CANAAN INC | CAN | 1,346,141 | $947 | 0.19% |
| 25 | TAL EDUCATION GROUP | TAL | 92,426 | $904 | 0.18% |
| 26 | QUDIAN INC | HTT | 241,154 | $528 | 0.11% |
| 27 | LUFAX HOLDING LTD | LU | 89,626 | $220 | 0.04% |