Filed: 1/20/2026ACC: 0001629869-26-000001
📋 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 $649.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$649.1K
Total AUM (reported)
28.70M
Total Shares
Allocation by class
SPONSORED ADS$262.8K40.5%
COM CL A$93.5K14.4%
SPON ADR REP A$61.8K9.5%
COM$58.1K8.9%
SPON ADS CL A$56.3K8.7%
SPNSRD ADS NEW$36.7K5.7%
SP ADS RP CL A$26.4K4.1%
Portfolio Concentration
Top 3$347.0K53.5%
4–10$250.2K38.5%
11–25$51.9K8.0%
Top 3 weight
53.5%
Top 10 weight
92.0%
Voting Authority Distribution
Total shares with voting rights: 28.70M
Sole
Full voting authority
28.70M
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$228.9K
35.26%
Sole
1.38M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares413.50K
TypeSH
Market value$61.8K
9.53%
Sole
413.50K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares1.95M
TypeSH
Market value$56.3K
8.67%
Sole
1.95M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares3.36M
TypeSH
Market value$48.6K
7.49%
Sole
3.36M
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares4.45M
TypeSH
Market value$44.9K
6.91%
Sole
4.45M
Shared
0.00
None
0.00
CANADIAN SOLAR INC
SOLEShares2.01M
TypeSH
Market value$43.7K
6.73%
Sole
2.01M
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares1.46M
TypeSH
Market value$36.7K
5.66%
Sole
1.46M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.15M
TypeSH
Market value$31.1K
4.79%
Sole
3.15M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.14M
TypeSH
Market value$26.4K
4.07%
Sole
1.14M
Shared
0.00
None
0.00
COMPANIA DE MINAS BUENAVENTU
SOLEShares540.38K
TypeSH
Market value$18.7K
2.89%
Sole
540.38K
Shared
0.00
None
0.00
JOYY INC
SOLEShares151.49K
TypeSH
Market value$10.5K
1.62%
Sole
151.49K
Shared
0.00
None
0.00
HUYA INC
SOLEShares2.72M
TypeSH
Market value$10.1K
1.55%
Sole
2.72M
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares491.63K
TypeSH
Market value$8.2K
1.26%
Sole
491.63K
Shared
0.00
None
0.00
HIMAX TECHNOLOGIES INC
SOLEShares706.75K
TypeSH
Market value$6.1K
0.94%
Sole
706.75K
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares853.22K
TypeSH
Market value$6.0K
0.92%
Sole
853.22K
Shared
0.00
None
0.00
GALIANO GOLD INC
SOLEShares1.86M
TypeSH
Market value$5.2K
0.80%
Sole
1.86M
Shared
0.00
None
0.00
DOUYU INTL HLDGS LTD
SOLEShares277.83K
TypeSH
Market value$1.9K
0.29%
Sole
277.83K
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares335.15K
TypeSH
Market value$1.0K
0.16%
Sole
335.15K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares1.19M
TypeSH
Market value$942.00
0.15%
Sole
1.19M
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares23.18K
TypeSH
Market value$778.00
0.12%
Sole
23.18K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares19.23K
TypeSH
Market value$687.00
0.11%
Sole
19.23K
Shared
0.00
None
0.00
HIGH TEMPLAR TECHNOLOGY LTD
SOLEShares112.80K
TypeSH
Market value$342.00
0.05%
Sole
112.80K
Shared
0.00
None
0.00
BAOZUN INC
SOLEShares60.22K
TypeSH
Market value$168.00
0.03%
Sole
60.22K
Shared
0.00
None
0.00
LUFAX HOLDING LTD
SOLEShares41.92K
TypeSH
Market value$110.00
0.02%
Sole
41.92K
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 | $228.9K 35.26% | 1.38M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 413.50K | SH | $61.8K 9.53% | 413.50K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 1.95M | SH | $56.3K 8.67% | 1.95M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 3.36M | SH | $48.6K 7.49% | 3.36M | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 4.45M | SH | $44.9K 6.91% | 4.45M | 0.00 | 0.00 |
CANADIAN SOLAR INCSOLE | COM | 2.01M | SH | $43.7K 6.73% | 2.01M | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 1.46M | SH | $36.7K 5.66% | 1.46M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.15M | SH | $31.1K 4.79% | 3.15M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.14M | SH | $26.4K 4.07% | 1.14M | 0.00 | 0.00 |
COMPANIA DE MINAS BUENAVENTUSOLE | SPONSORED ADR | 540.38K | SH | $18.7K 2.89% | 540.38K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 151.49K | SH | $10.5K 1.62% | 151.49K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 2.72M | SH | $10.1K 1.55% | 2.72M | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 491.63K | SH | $8.2K 1.26% | 491.63K | 0.00 | 0.00 |
HIMAX TECHNOLOGIES INCSOLE | SPONSORED ADR | 706.75K | SH | $6.1K 0.94% | 706.75K | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 853.22K | SH | $6.0K 0.92% | 853.22K | 0.00 | 0.00 |
GALIANO GOLD INCSOLE | COM | 1.86M | SH | $5.2K 0.80% | 1.86M | 0.00 | 0.00 |
DOUYU INTL HLDGS LTDSOLE | SPONSORED ADS | 277.83K | SH | $1.9K 0.29% | 277.83K | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 335.15K | SH | $1.0K 0.16% | 335.15K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 1.19M | SH | $942.00 0.15% | 1.19M | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 23.18K | SH | $778.00 0.12% | 23.18K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 19.23K | SH | $687.00 0.11% | 19.23K | 0.00 | 0.00 |
HIGH TEMPLAR TECHNOLOGY LTDSOLE | SPON ADS | 112.80K | SH | $342.00 0.05% | 112.80K | 0.00 | 0.00 |
BAOZUN INCSOLE | SPONSORED ADR | 60.22K | SH | $168.00 0.03% | 60.22K | 0.00 | 0.00 |
LUFAX HOLDING LTDSOLE | SPONSORED ADR | 41.92K | SH | $110.00 0.02% | 41.92K | 0.00 | 0.00 |