Filed: 4/9/2025ACC: 0001629869-25-000004
📋 What this filing means
POLUNIN CAPITAL PARTNERS LTD filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $495.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$495.0K
Total AUM (reported)
50.42M
Total Shares
Allocation by class
SPONSORED ADS$184.7K37.3%
SPONSORED ADR$76.3K15.4%
SPON ADS CL A$66.1K13.4%
COM CL A$65.5K13.2%
SP ADS RP CL A$28.4K5.7%
SPON ADR REP A$26.5K5.4%
SP ADR REP COM$24.0K4.8%
Portfolio Concentration
Top 3$250.2K50.6%
4–10$193.7K39.1%
11–25$50.3K10.2%
Rest$748.000.2%
Top 3 weight
50.6%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 50.42M
Sole
Full voting authority
50.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares1.33M
TypeSH
Market value$131.7K
26.60%
Sole
1.33M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares2M
TypeSH
Market value$66.1K
13.36%
Sole
2M
Shared
0.00
None
0.00
BRF SA
SOLEShares16.87M
TypeSH
Market value$52.5K
10.60%
Sole
16.87M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares3.47M
TypeSH
Market value$36.2K
7.32%
Sole
3.47M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.26M
TypeSH
Market value$33.7K
6.81%
Sole
3.26M
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares3.85M
TypeSH
Market value$29.3K
5.91%
Sole
3.85M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.19M
TypeSH
Market value$28.4K
5.73%
Sole
1.19M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares344.97K
TypeSH
Market value$26.5K
5.36%
Sole
344.97K
Shared
0.00
None
0.00
ULTRAPAR PARTICIPACOES SA
SOLEShares8.68M
TypeSH
Market value$24.0K
4.84%
Sole
8.68M
Shared
0.00
None
0.00
HESAI GROUP
SOLEShares1.18M
TypeSH
Market value$15.6K
3.15%
Sole
1.18M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares210.33K
TypeSH
Market value$8.3K
1.69%
Sole
210.33K
Shared
0.00
None
0.00
COMPANIA DE MINAS BUENAVENTU
SOLEShares499.28K
TypeSH
Market value$6.5K
1.31%
Sole
499.28K
Shared
0.00
None
0.00
JOYY INC
SOLEShares167.38K
TypeSH
Market value$6.4K
1.29%
Sole
167.38K
Shared
0.00
None
0.00
HIMAX TECHNOLOGIES INC
SOLEShares758.27K
TypeSH
Market value$4.5K
0.90%
Sole
758.27K
Shared
0.00
None
0.00
WEIBO CORP
SOLEShares561.05K
TypeSH
Market value$4.4K
0.89%
Sole
561.05K
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares706.50K
TypeSH
Market value$3.8K
0.77%
Sole
706.50K
Shared
0.00
None
0.00
HUYA INC
SOLEShares1.24M
TypeSH
Market value$3.6K
0.73%
Sole
1.24M
Shared
0.00
None
0.00
NIU TECHNOLOGIES
SOLEShares1.07M
TypeSH
Market value$3.1K
0.63%
Sole
1.07M
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares529.12K
TypeSH
Market value$2.9K
0.59%
Sole
529.12K
Shared
0.00
None
0.00
DOUYU INTL HLDGS LTD
SOLEShares303.53K
TypeSH
Market value$1.8K
0.37%
Sole
303.53K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares41.10K
TypeSH
Market value$1.2K
0.23%
Sole
41.10K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares40.84K
TypeSH
Market value$967.00
0.20%
Sole
40.84K
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares358.50K
TypeSH
Market value$950.00
0.19%
Sole
358.50K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares1.35M
TypeSH
Market value$947.00
0.19%
Sole
1.35M
Shared
0.00
None
0.00
TAL EDUCATION GROUP
SOLEShares92.43K
TypeSH
Market value$904.00
0.18%
Sole
92.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.33M | SH | $131.7K 26.60% | 1.33M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 2M | SH | $66.1K 13.36% | 2M | 0.00 | 0.00 |
BRF SASOLE | SPONSORED ADR | 16.87M | SH | $52.5K 10.60% | 16.87M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 3.47M | SH | $36.2K 7.32% | 3.47M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.26M | SH | $33.7K 6.81% | 3.26M | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 3.85M | SH | $29.3K 5.91% | 3.85M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.19M | SH | $28.4K 5.73% | 1.19M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 344.97K | SH | $26.5K 5.36% | 344.97K | 0.00 | 0.00 |
ULTRAPAR PARTICIPACOES SASOLE | SP ADR REP COM | 8.68M | SH | $24.0K 4.84% | 8.68M | 0.00 | 0.00 |
HESAI GROUPSOLE | SPONSORED ADS | 1.18M | SH | $15.6K 3.15% | 1.18M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 210.33K | SH | $8.3K 1.69% | 210.33K | 0.00 | 0.00 |
COMPANIA DE MINAS BUENAVENTUSOLE | SPONSORED ADR | 499.28K | SH | $6.5K 1.31% | 499.28K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 167.38K | SH | $6.4K 1.29% | 167.38K | 0.00 | 0.00 |
HIMAX TECHNOLOGIES INCSOLE | SPONSORED ADR | 758.27K | SH | $4.5K 0.90% | 758.27K | 0.00 | 0.00 |
WEIBO CORPSOLE | SPONSORED ADR | 561.05K | SH | $4.4K 0.89% | 561.05K | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 706.50K | SH | $3.8K 0.77% | 706.50K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 1.24M | SH | $3.6K 0.73% | 1.24M | 0.00 | 0.00 |
NIU TECHNOLOGIESSOLE | ADS | 1.07M | SH | $3.1K 0.63% | 1.07M | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 529.12K | SH | $2.9K 0.59% | 529.12K | 0.00 | 0.00 |
DOUYU INTL HLDGS LTDSOLE | SPONSORED ADS | 303.53K | SH | $1.8K 0.37% | 303.53K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 41.10K | SH | $1.2K 0.23% | 41.10K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 40.84K | SH | $967.00 0.20% | 40.84K | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 358.50K | SH | $950.00 0.19% | 358.50K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 1.35M | SH | $947.00 0.19% | 1.35M | 0.00 | 0.00 |
TAL EDUCATION GROUPSOLE | SPONSORED ADS | 92.43K | SH | $904.00 0.18% | 92.43K | 0.00 | 0.00 |
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