Polunin Capital Partners Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 27Value: $495.0MLatest: 2025Q1

Polunin Capital Partners Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 27 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "ATHM",
  "BRFS",
  "YMM",
  "BIDU",
  "JOYY",
  "LU",
  "NIU",
  "RYAAY",
  "STNE",
  "CAN",
  "MX",
  "PAGS",
  "QD",
  "UGP",
  null,
  "TAL",
  "DOYU",
  "HUYA",
  "HIMX",
  "MOMO",
  "HSAI",
  "WB",
  "JD",
  null,
  "CGAU",
  "BVN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 27
Total Value: 494970
Accession Number: 0001629869-25-000004
Form Type: 13F-HR
CIK: polunin-capital-partners
Manager Name: Polunin-Capital-Partners

Data Enrichment

93% identified

25 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $495.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.3M

Value:$131.7M

% of Portfolio:26603.0% ($131.7M/$495.0K)

JD.com, Inc.

JD|47215P106

Shares:2.0M

Value:$66.1M

% of Portfolio:13356.4% ($66.1M/$495.0K)

BRF S.A.

BRFS|10552T107

Shares:16.9M

Value:$52.5M

% of Portfolio:10598.0% ($52.5M/$495.0K)

StoneCo Ltd.

STNE|G85158106

Shares:3.5M

Value:$36.2M

% of Portfolio:7316.8% ($36.2M/$495.0K)

Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:3.3M

Value:$33.7M

% of Portfolio:6814.6% ($33.7M/$495.0K)

PagSeguro Digital Ltd.

PAGS|G68707101

Shares:3.8M

Value:$29.3M

% of Portfolio:5912.3% ($29.3M/$495.0K)

Autohome Inc.

ATHM|05278C107

Shares:1.2M

Value:$28.4M

% of Portfolio:5734.1% ($28.4M/$495.0K)

Baidu, Inc.

BIDU|056752108

Shares:345.0K

Value:$26.5M

% of Portfolio:5356.9% ($26.5M/$495.0K)

ULTRAPAR HOLDINGS INC

UGP|90400P101

Shares:8.7M

Value:$24.0M

% of Portfolio:4840.3% ($24.0M/$495.0K)

Hesai Group

HSAI|428050108

Shares:1.2M

Value:$15.6M

% of Portfolio:3149.9% ($15.6M/$495.0K)

RYANAIR HOLDINGS PLC

RYAAY|783513203

Shares:210.3K

Value:$8.3M

% of Portfolio:1685.4% ($8.3M/$495.0K)

BUENAVENTURA MINING CO INC

BVN|204448104

Shares:499.3K

Value:$6.5M

% of Portfolio:1305.3% ($6.5M/$495.0K)

JOYY Inc.

JOYY|46591M109

Shares:167.4K

Value:$6.4M

% of Portfolio:1289.8% ($6.4M/$495.0K)

Himax Technologies, Inc.

HIMX|43289P106

Shares:758.3K

Value:$4.5M

% of Portfolio:902.3% ($4.5M/$495.0K)

WEIBO Corp

WB|948596101

Shares:561.0K

Value:$4.4M

% of Portfolio:889.8% ($4.4M/$495.0K)

Hello Group Inc.

MOMO|423403104

Shares:706.5K

Value:$3.8M

% of Portfolio:769.3% ($3.8M/$495.0K)

HUYA Inc.

HUYA|44852D108

Shares:1.2M

Value:$3.6M

% of Portfolio:732.4% ($3.6M/$495.0K)

Niu Technologies

NIU|65481N100

Shares:1.1M

Value:$3.1M

% of Portfolio:634.6% ($3.1M/$495.0K)

Centerra Gold Inc.

CGAU|152006102

Shares:529.1K

Value:$2.9M

% of Portfolio:590.3% ($2.9M/$495.0K)

DouYu International Holdings Ltd

DOYU|25985W204

Shares:303.5K

Value:$1.8M

% of Portfolio:371.5% ($1.8M/$495.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.3M	QoQ +218.09% (+908.5K) YoY NEW(+1.3M)	All Managers (Combined)	$131.7M	26603.0% ($131.7M/$495.0K)	QoQ +271.46% (+$96) YoY NEW(+$132)
JD.com, Inc.(JDcusip47215P106)	2.0M	QoQ -1.10% (-22.4K) YoY +32.21% (+487.8K)	All Managers (Combined)	$66.1M	13356.4% ($66.1M/$495.0K)	QoQ -16.24% (-$13) YoY +59.38% (+$25)
BRF S.A.(BRFScusip10552T107)	16.9M	QoQ -2.10% (-362.9K) YoY -6.00% (-1.1M)	All Managers (Combined)	$52.5M	10598.0% ($52.5M/$495.0K)	QoQ -18.78% (-$12) YoY -10.33% (-$6)
StoneCo Ltd.(STNEcusipG85158106)	3.5M	QoQ -1.75% (-62.0K) YoY -5.69% (-209.7K)	All Managers (Combined)	$36.2M	7316.8% ($36.2M/$495.0K)	QoQ +19.74% (-$6) YoY -40.78% (-$25)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	3.3M	QoQ -1.58% (-52.6K) YoY NEW(+3.3M)	All Managers (Combined)	$33.7M	6814.6% ($33.7M/$495.0K)	QoQ -9.43% (-$4) YoY NEW(+$34)
PagSeguro Digital Ltd.(PAGScusipG68707101)	3.8M	QoQ -1.92% (-75.3K) YoY -5.94% (-242.9K)	All Managers (Combined)	$29.3M	5912.3% ($29.3M/$495.0K)	QoQ +11.10% (-$3) YoY -49.87% (-$29)
Autohome Inc.(ATHMcusip05278C107)	1.2M	QoQ +14.85% (-154.2K) YoY +8.97% (-98.2K)	All Managers (Combined)	$28.4M	5734.1% ($28.4M/$495.0K)	QoQ -4.28% (-$1) YoY -1.03% (-$0)
Baidu, Inc.(BIDUcusip056752108)	345.0K	QoQ NEW(+345.0K) YoY NEW(+345.0K)	All Managers (Combined)	$26.5M	5356.9% ($26.5M/$495.0K)	QoQ NEW(+$27) YoY NEW(+$27)
ULTRAPAR HOLDINGS INC(UGPcusip90400P101)	8.7M	QoQ NEW(+8.7M) YoY NEW(+8.7M)	All Managers (Combined)	$24.0M	4840.3% ($24.0M/$495.0K)	QoQ NEW(+$24) YoY NEW(+$24)
Hesai Group(HSAIcusip428050108)	1.2M	QoQ -2.52% (-30.6K) YoY +12.20% (+128.3K)	All Managers (Combined)	$15.6M	3149.9% ($15.6M/$495.0K)	QoQ -17.38% (-$3) YoY +192.89% (+$10)
RYANAIR HOLDINGS PLC(RYAAYcusip783513203)	210.3K	QoQ NEW(+210.3K) YoY NEW(+210.3K)	All Managers (Combined)	$8.3M	1685.4% ($8.3M/$495.0K)	QoQ NEW(+$8) YoY NEW(+$8)
BUENAVENTURA MINING CO INC(BVNcusip204448104)	499.3K	QoQ NEW(+499.3K) YoY -89.68% (-4.3M)	All Managers (Combined)	$6.5M	1305.3% ($6.5M/$495.0K)	QoQ NEW(+$6) YoY -91.59% (-$70)
JOYY Inc.(JOYYcusip46591M109)	167.4K	QoQ -2.57% (-4.4K) YoY -5.16% (-9.1K)	All Managers (Combined)	$6.4M	1289.8% ($6.4M/$495.0K)	QoQ -13.43% (-$1) YoY +17.63% (-$1)
Himax Technologies, Inc.(HIMXcusip43289P106)	758.3K	QoQ -2.70% (-21.1K) YoY NEW(+758.3K)	All Managers (Combined)	$4.5M	902.3% ($4.5M/$495.0K)	QoQ -35.22% (-$2) YoY NEW(+$4)
WEIBO Corp(WBcusip948596101)	561.0K	QoQ -2.55% (-14.7K) YoY NEW(+561.0K)	All Managers (Combined)	$4.4M	889.8% ($4.4M/$495.0K)	QoQ -21.35% (-$1) YoY NEW(+$4)
Hello Group Inc.(MOMOcusip423403104)	706.5K	QoQ -2.71% (-19.7K) YoY NEW(+706.5K)	All Managers (Combined)	$3.8M	769.3% ($3.8M/$495.0K)	QoQ -27.45% (-$1) YoY NEW(+$4)
HUYA Inc.(HUYAcusip44852D108)	1.2M	QoQ -2.58% (-33.0K) YoY NEW(+1.2M)	All Managers (Combined)	$3.6M	732.4% ($3.6M/$495.0K)	QoQ -13.77% (-$1) YoY NEW(+$4)
Niu Technologies(NIUcusip65481N100)	1.1M	QoQ -2.56% (-28.2K) YoY -4.79% (-54.0K)	All Managers (Combined)	$3.1M	634.6% ($3.1M/$495.0K)	QoQ +50.28% (-$1) YoY +66.01% (-$1)
Centerra Gold Inc.(CGAUcusip152006102)	529.1K	QoQ -2.75% (-15.0K) YoY NEW(+529.1K)	All Managers (Combined)	$2.9M	590.3% ($2.9M/$495.0K)	QoQ -8.71% (-$0) YoY NEW(+$3)
DouYu International Holdings Ltd(DOYUcusip25985W204)	303.5K	QoQ -2.72% (-8.5K) YoY NEW(+303.5K)	All Managers (Combined)	$1.8M	371.5% ($1.8M/$495.0K)	QoQ -62.96% (-$3) YoY NEW(+$2)