Filed: 10/7/2025ACC: 0001629869-25-000008
📋 What this filing means
POLUNIN CAPITAL PARTNERS LTD filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $680.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$680.0K
Total AUM (reported)
26.60M
Total Shares
Allocation by class
SPONSORED ADS$305.8K45.0%
COM CL A$101.8K15.0%
SPON ADS CL A$69.8K10.3%
SPON ADR REP A$58.6K8.6%
SPNSRD ADS NEW$37.2K5.5%
SP ADS RP CL A$32.8K4.8%
SPONSORED ADR$31.9K4.7%
Portfolio Concentration
Top 3$390.0K57.3%
4–10$236.8K34.8%
11–25$53.3K7.8%
Top 3 weight
57.3%
Top 10 weight
92.2%
Voting Authority Distribution
Total shares with voting rights: 26.60M
Sole
Full voting authority
26.60M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares1.38M
TypeSH
Market value$259.8K
38.20%
Sole
1.38M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares1.97M
TypeSH
Market value$69.8K
10.26%
Sole
1.97M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares3.36M
TypeSH
Market value$60.4K
8.88%
Sole
3.36M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares412.37K
TypeSH
Market value$58.6K
8.61%
Sole
412.37K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.15M
TypeSH
Market value$42.1K
6.19%
Sole
3.15M
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares4.43M
TypeSH
Market value$41.5K
6.10%
Sole
4.43M
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares1.28M
TypeSH
Market value$37.2K
5.47%
Sole
1.28M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.15M
TypeSH
Market value$32.8K
4.82%
Sole
1.15M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares210.33K
TypeSH
Market value$12.5K
1.84%
Sole
210.33K
Shared
0.00
None
0.00
COMPANIA DE MINAS BUENAVENTU
SOLEShares499.28K
TypeSH
Market value$12.2K
1.80%
Sole
499.28K
Shared
0.00
None
0.00
JOYY INC
SOLEShares163.43K
TypeSH
Market value$9.6K
1.41%
Sole
163.43K
Shared
0.00
None
0.00
HUYA INC
SOLEShares2.51M
TypeSH
Market value$8.2K
1.21%
Sole
2.51M
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares889.37K
TypeSH
Market value$6.6K
0.98%
Sole
889.37K
Shared
0.00
None
0.00
NIU TECHNOLOGIES
SOLEShares1.46M
TypeSH
Market value$6.6K
0.97%
Sole
1.46M
Shared
0.00
None
0.00
HIMAX TECHNOLOGIES INC
SOLEShares739.37K
TypeSH
Market value$6.4K
0.94%
Sole
739.37K
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares515.72K
TypeSH
Market value$5.9K
0.86%
Sole
515.72K
Shared
0.00
None
0.00
DOUYU INTL HLDGS LTD
SOLEShares293.43K
TypeSH
Market value$2.2K
0.32%
Sole
293.43K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares41.10K
TypeSH
Market value$1.8K
0.26%
Sole
41.10K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares1.30M
TypeSH
Market value$1.7K
0.25%
Sole
1.30M
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares40.84K
TypeSH
Market value$1.3K
0.20%
Sole
40.84K
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares348.10K
TypeSH
Market value$1.1K
0.16%
Sole
348.10K
Shared
0.00
None
0.00
QUDIAN INC
SOLEShares241.15K
TypeSH
Market value$1.1K
0.16%
Sole
241.15K
Shared
0.00
None
0.00
BAOZUN INC
SOLEShares107.62K
TypeSH
Market value$424.00
0.06%
Sole
107.62K
Shared
0.00
None
0.00
LUFAX HOLDING LTD
SOLEShares89.63K
TypeSH
Market value$359.00
0.05%
Sole
89.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.38M | SH | $259.8K 38.20% | 1.38M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 1.97M | SH | $69.8K 10.26% | 1.97M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 3.36M | SH | $60.4K 8.88% | 3.36M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 412.37K | SH | $58.6K 8.61% | 412.37K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.15M | SH | $42.1K 6.19% | 3.15M | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 4.43M | SH | $41.5K 6.10% | 4.43M | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 1.28M | SH | $37.2K 5.47% | 1.28M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.15M | SH | $32.8K 4.82% | 1.15M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 210.33K | SH | $12.5K 1.84% | 210.33K | 0.00 | 0.00 |
COMPANIA DE MINAS BUENAVENTUSOLE | SPONSORED ADR | 499.28K | SH | $12.2K 1.80% | 499.28K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 163.43K | SH | $9.6K 1.41% | 163.43K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 2.51M | SH | $8.2K 1.21% | 2.51M | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 889.37K | SH | $6.6K 0.98% | 889.37K | 0.00 | 0.00 |
NIU TECHNOLOGIESSOLE | ADS | 1.46M | SH | $6.6K 0.97% | 1.46M | 0.00 | 0.00 |
HIMAX TECHNOLOGIES INCSOLE | SPONSORED ADR | 739.37K | SH | $6.4K 0.94% | 739.37K | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 515.72K | SH | $5.9K 0.86% | 515.72K | 0.00 | 0.00 |
DOUYU INTL HLDGS LTDSOLE | SPONSORED ADS | 293.43K | SH | $2.2K 0.32% | 293.43K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 41.10K | SH | $1.8K 0.26% | 41.10K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 1.30M | SH | $1.7K 0.25% | 1.30M | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 40.84K | SH | $1.3K 0.20% | 40.84K | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 348.10K | SH | $1.1K 0.16% | 348.10K | 0.00 | 0.00 |
QUDIAN INCSOLE | ADR | 241.15K | SH | $1.1K 0.16% | 241.15K | 0.00 | 0.00 |
BAOZUN INCSOLE | SPONSORED ADR | 107.62K | SH | $424.00 0.06% | 107.62K | 0.00 | 0.00 |
LUFAX HOLDING LTDSOLE | SPONSORED ADR | 89.63K | SH | $359.00 0.05% | 89.63K | 0.00 | 0.00 |