13F HOLDINGS REPORT
Polunin Capital Partners Ltd
Quarter ended Q3 2025 · Filed October 7, 2025 · Accession 0001629869-25-000008
Total Value
$680,046
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 1,381,634 | $259,789 | 38.20% |
| 2 | JD.COM INC | JDCMF | 1,971,856 | $69,804 | 10.26% |
| 3 | STONECO LTD | STNE | 3,359,188 | $60,365 | 8.88% |
| 4 | BAIDU INC | BAIDF | 412,368 | $58,556 | 8.61% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 3,145,346 | $42,085 | 6.19% |
| 6 | PAGSEGURO DIGITAL LTD | PAGS | 4,433,460 | $41,453 | 6.10% |
| 7 | DAQO NEW ENERGY CORP | DQ | 1,283,958 | $37,183 | 5.47% |
| 8 | AUTOHOME INC | ATHM | 1,153,215 | $32,786 | 4.82% |
| 9 | RYANAIR HOLDINGS PLC | RYAOF | 210,331 | $12,515 | 1.84% |
| 10 | COMPANIA DE MINAS BUENAVENTU | 204448104 | 499,281 | $12,227 | 1.80% |
| 11 | JOYY INC | JOYY | 163,430 | $9,595 | 1.41% |
| 12 | HUYA INC | HUYA | 2,512,935 | $8,242 | 1.21% |
| 13 | HELLO GROUP INC | MOMO | 889,369 | $6,644 | 0.98% |
| 14 | NIU TECHNOLOGIES | NIU | 1,460,883 | $6,603 | 0.97% |
| 15 | HIMAX TECHNOLOGIES INC | HIMX | 739,368 | $6,381 | 0.94% |
| 16 | CENTERRA GOLD INC | CGAU | 515,715 | $5,857 | 0.86% |
| 17 | DOUYU INTL HLDGS LTD | 25985W204 | 293,430 | $2,183 | 0.32% |
| 18 | KRANESHARES TRUST | 500767306 | 41,100 | $1,753 | 0.26% |
| 19 | CANAAN INC | CAN | 1,304,841 | $1,709 | 0.25% |
| 20 | DBX ETF TR | 233051879 | 40,845 | $1,346 | 0.20% |
| 21 | MAGNACHIP SEMICONDUCTOR CORP | MX | 348,095 | $1,114 | 0.16% |
| 22 | QUDIAN INC | HTT | 241,154 | $1,073 | 0.16% |
| 23 | BAOZUN INC | BZUN | 107,623 | $424 | 0.06% |
| 24 | LUFAX HOLDING LTD | LU | 89,626 | $359 | 0.05% |