13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001629869-25-000007
Total Value
$611,906
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,426,634 | $154,062 | 25.18% |
| 2 | BRF SA | 10552T107 | 16,829,511 | $66,813 | 10.92% |
| 3 | JD.COM INC | JDCMF | 2,037,856 | $66,638 | 10.89% |
| 4 | STONECO LTD | STNE | 3,464,288 | $56,503 | 9.23% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 3,247,146 | $41,239 | 6.74% |
| 6 | PAGSEGURO DIGITAL LTD | PAGS | 3,835,371 | $35,324 | 5.77% |
| 7 | AUTOHOME INC | ATHM | 1,189,315 | $32,028 | 5.23% |
| 8 | ULTRAPAR PARTICIPACOES SA | UGP | 9,457,242 | $31,398 | 5.13% |
| 9 | BAIDU INC | BAIDF | 343,872 | $31,045 | 5.07% |
| 10 | HESAI GROUP | HSIGF | 1,180,242 | $26,921 | 4.40% |
| 11 | RYANAIR HOLDINGS PLC | RYAOF | 210,331 | $12,376 | 2.02% |
| 12 | JOYY INC | JOYY | 167,377 | $8,985 | 1.47% |
| 13 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 499,281 | $8,103 | 1.32% |
| 14 | HIMAX TECHNOLOGIES INC | HIMX | 758,268 | $6,984 | 1.14% |
| 15 | HELLO GROUP INC | MOMO | 706,495 | $6,203 | 1.01% |
| 16 | WEIBO CORP | WEIBF | 561,050 | $5,481 | 0.90% |
| 17 | HUYA INC | HUYA | 2,078,672 | $5,134 | 0.84% |
| 18 | NIU TECHNOLOGIES | NIU | 1,072,062 | $3,817 | 0.62% |
| 19 | CENTERRA GOLD INC | CGAU | 529,115 | $3,752 | 0.61% |
| 20 | DOUYU INTL HLDGS LTD | 25985W204 | 303,530 | $2,143 | 0.35% |
| 21 | MAGNACHIP SEMICONDUCTOR CORP | MX | 358,495 | $1,445 | 0.24% |
| 22 | KRANESHARES TRUST | 500767306 | 41,100 | $1,418 | 0.23% |
| 23 | DBX ETF TR | 233051879 | 40,845 | $1,142 | 0.19% |
| 24 | TAL EDUCATION GROUP | TAL | 92,426 | $966 | 0.16% |
| 25 | CANAAN INC | CAN | 1,346,141 | $963 | 0.16% |
| 26 | QUDIAN INC | HTT | 241,154 | $779 | 0.13% |
| 27 | LUFAX HOLDING LTD | LU | 89,626 | $246 | 0.04% |