Filed: 7/10/2025ACC: 0001629869-25-000007
📋 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 $611.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$611.9K
Total AUM (reported)
52.11M
Total Shares
Allocation by class
SPONSORED ADS$226.3K37.0%
SPONSORED ADR$100.0K16.3%
COM CL A$91.8K15.0%
SPON ADS CL A$66.6K10.9%
SP ADS RP CL A$32.0K5.2%
SP ADR REP COM$31.4K5.1%
SPON ADR REP A$31.0K5.1%
Portfolio Concentration
Top 3$287.5K47.0%
4–10$254.5K41.6%
11–25$68.9K11.3%
Rest$1.0K0.2%
Top 3 weight
47.0%
Top 10 weight
88.6%
Voting Authority Distribution
Total shares with voting rights: 52.11M
Sole
Full voting authority
52.11M
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
SOLEShares1.43M
TypeSH
Market value$154.1K
25.18%
Sole
1.43M
Shared
0.00
None
0.00
BRF SA
SOLEShares16.83M
TypeSH
Market value$66.8K
10.92%
Sole
16.83M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares2.04M
TypeSH
Market value$66.6K
10.89%
Sole
2.04M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares3.46M
TypeSH
Market value$56.5K
9.23%
Sole
3.46M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.25M
TypeSH
Market value$41.2K
6.74%
Sole
3.25M
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares3.84M
TypeSH
Market value$35.3K
5.77%
Sole
3.84M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.19M
TypeSH
Market value$32.0K
5.23%
Sole
1.19M
Shared
0.00
None
0.00
ULTRAPAR PARTICIPACOES SA
SOLEShares9.46M
TypeSH
Market value$31.4K
5.13%
Sole
9.46M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares343.87K
TypeSH
Market value$31.0K
5.07%
Sole
343.87K
Shared
0.00
None
0.00
HESAI GROUP
SOLEShares1.18M
TypeSH
Market value$26.9K
4.40%
Sole
1.18M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares210.33K
TypeSH
Market value$12.4K
2.02%
Sole
210.33K
Shared
0.00
None
0.00
JOYY INC
SOLEShares167.38K
TypeSH
Market value$9.0K
1.47%
Sole
167.38K
Shared
0.00
None
0.00
COMPANIA DE MINAS BUENAVENTU
SOLEShares499.28K
TypeSH
Market value$8.1K
1.32%
Sole
499.28K
Shared
0.00
None
0.00
HIMAX TECHNOLOGIES INC
SOLEShares758.27K
TypeSH
Market value$7.0K
1.14%
Sole
758.27K
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares706.50K
TypeSH
Market value$6.2K
1.01%
Sole
706.50K
Shared
0.00
None
0.00
WEIBO CORP
SOLEShares561.05K
TypeSH
Market value$5.5K
0.90%
Sole
561.05K
Shared
0.00
None
0.00
HUYA INC
SOLEShares2.08M
TypeSH
Market value$5.1K
0.84%
Sole
2.08M
Shared
0.00
None
0.00
NIU TECHNOLOGIES
SOLEShares1.07M
TypeSH
Market value$3.8K
0.62%
Sole
1.07M
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares529.12K
TypeSH
Market value$3.8K
0.61%
Sole
529.12K
Shared
0.00
None
0.00
DOUYU INTL HLDGS LTD
SOLEShares303.53K
TypeSH
Market value$2.1K
0.35%
Sole
303.53K
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares358.50K
TypeSH
Market value$1.4K
0.24%
Sole
358.50K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares41.10K
TypeSH
Market value$1.4K
0.23%
Sole
41.10K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares40.84K
TypeSH
Market value$1.1K
0.19%
Sole
40.84K
Shared
0.00
None
0.00
TAL EDUCATION GROUP
SOLEShares92.43K
TypeSH
Market value$966.00
0.16%
Sole
92.43K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares1.35M
TypeSH
Market value$963.00
0.16%
Sole
1.35M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.43M | SH | $154.1K 25.18% | 1.43M | 0.00 | 0.00 |
BRF SASOLE | SPONSORED ADR | 16.83M | SH | $66.8K 10.92% | 16.83M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 2.04M | SH | $66.6K 10.89% | 2.04M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 3.46M | SH | $56.5K 9.23% | 3.46M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.25M | SH | $41.2K 6.74% | 3.25M | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 3.84M | SH | $35.3K 5.77% | 3.84M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.19M | SH | $32.0K 5.23% | 1.19M | 0.00 | 0.00 |
ULTRAPAR PARTICIPACOES SASOLE | SP ADR REP COM | 9.46M | SH | $31.4K 5.13% | 9.46M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 343.87K | SH | $31.0K 5.07% | 343.87K | 0.00 | 0.00 |
HESAI GROUPSOLE | SPONSORED ADS | 1.18M | SH | $26.9K 4.40% | 1.18M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 210.33K | SH | $12.4K 2.02% | 210.33K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 167.38K | SH | $9.0K 1.47% | 167.38K | 0.00 | 0.00 |
COMPANIA DE MINAS BUENAVENTUSOLE | SPONSORED ADR | 499.28K | SH | $8.1K 1.32% | 499.28K | 0.00 | 0.00 |
HIMAX TECHNOLOGIES INCSOLE | SPONSORED ADR | 758.27K | SH | $7.0K 1.14% | 758.27K | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 706.50K | SH | $6.2K 1.01% | 706.50K | 0.00 | 0.00 |
WEIBO CORPSOLE | SPONSORED ADR | 561.05K | SH | $5.5K 0.90% | 561.05K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 2.08M | SH | $5.1K 0.84% | 2.08M | 0.00 | 0.00 |
NIU TECHNOLOGIESSOLE | ADS | 1.07M | SH | $3.8K 0.62% | 1.07M | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 529.12K | SH | $3.8K 0.61% | 529.12K | 0.00 | 0.00 |
DOUYU INTL HLDGS LTDSOLE | SPONSORED ADS | 303.53K | SH | $2.1K 0.35% | 303.53K | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 358.50K | SH | $1.4K 0.24% | 358.50K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 41.10K | SH | $1.4K 0.23% | 41.10K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 40.84K | SH | $1.1K 0.19% | 40.84K | 0.00 | 0.00 |
TAL EDUCATION GROUPSOLE | SPONSORED ADS | 92.43K | SH | $966.00 0.16% | 92.43K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 1.35M | SH | $963.00 0.16% | 1.35M | 0.00 | 0.00 |
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