POLUNIN CAPITAL PARTNERS LTD

PrivateCIK: 1629869
Location

LONDON, X0

16
Positions
$385.4K
Total AUM (reported)
21.53M
Total Shares

Allocation by class

TOTAL AUM$385.4K16 positions
COM CL A$132.9K34.5%
SPONSORED ADS$132.2K34.3%
SPNSRD ADS NEW$36.4K9.4%
SPON ADR REP A$32.1K8.3%
COM$30.4K7.9%
SP ADS RP CL A$20.0K5.2%
XTRACK HRVST CSI$749.000.2%

Portfolio Concentration

Top 353.6%4–1045.8%11–250.6%TOP 1099.4%0%100%
Top 3$206.6K53.6%
4–10$176.6K45.8%
11–25$2.2K0.6%

Top 3 weight

53.6%

Top 10 weight

99.4%

Voting Authority Distribution

Total shares with voting rights: 21.53M

Sole

Full voting authority

21.53M

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)

Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares862.60K
TypeSH
Market value$105.5K
27.38%
Sole
862.60K
Shared
0.00
None
0.00

PAGSEGURO DIGITAL LTD

SOLE
COM CL A
Shares5M
TypeSH
Market value$53.2K
13.80%
Sole
5M
Shared
0.00
None
0.00

STONECO LTD

SOLE
COM CL A
Shares3.35M
TypeSH
Market value$47.9K
12.42%
Sole
3.35M
Shared
0.00
None
0.00

DAQO NEW ENERGY CORP

SOLE
SPNSRD ADS NEW
Shares1.74M
TypeSH
Market value$36.4K
9.44%
Sole
1.74M
Shared
0.00
None
0.00

BAIDU INC

SOLE
SPON ADR REP A
Shares288.44K
TypeSH
Market value$32.1K
8.33%
Sole
288.44K
Shared
0.00
None
0.00

ACM RESH INC

SOLE
COM CL A
Shares763.32K
TypeSH
Market value$31.8K
8.25%
Sole
763.32K
Shared
0.00
None
0.00

FULL TRUCK ALLIANCE CO LTD

SOLE
SPONSORED ADS
Shares3.15M
TypeSH
Market value$26.1K
6.77%
Sole
3.15M
Shared
0.00
None
0.00

CANADIAN SOLAR INC

SOLE
COM
Shares2M
TypeSH
Market value$25.6K
6.65%
Sole
2M
Shared
0.00
None
0.00

AUTOHOME INC

SOLE
SP ADS RP CL A
Shares1.14M
TypeSH
Market value$20.0K
5.18%
Sole
1.14M
Shared
0.00
None
0.00

GALIANO GOLD INC

SOLE
COM
Shares1.85M
TypeSH
Market value$4.7K
1.21%
Sole
1.85M
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACK HRVST CSI
Shares23.18K
TypeSH
Market value$749.00
0.19%
Sole
23.18K
Shared
0.00
None
0.00

KRANESHARES TRUST

SOLE
CSI CHI INTERNET
Shares19.23K
TypeSH
Market value$541.00
0.14%
Sole
19.23K
Shared
0.00
None
0.00

CANAAN INC

SOLE
SPONSORED ADS
Shares1.19M
TypeSH
Market value$495.00
0.13%
Sole
1.19M
Shared
0.00
None
0.00

MAGNACHIP SEMICONDUCTOR CORP

SOLE
COM
Shares57.01K
TypeSH
Market value$164.00
0.04%
Sole
57.01K
Shared
0.00
None
0.00

BAOZUN INC

SOLE
SPONSORED ADR
Shares60.22K
TypeSH
Market value$153.00
0.04%
Sole
60.22K
Shared
0.00
None
0.00

DOUYU INTL HLDGS LTD

SOLE
SPONSORED ADS
Shares12.20K
TypeSH
Market value$59.00
0.02%
Sole
12.20K
Shared
0.00
None
0.00