Polunin Capital Partners Ltd
CIK 1629869 · Holdings on Jun 30, 2025 · First reported Jul 10, 2025
Top ten holdings
Q2 2025- BABA25.18%
- 10552T10710.92%
- JD10.89%
- STNE9.23%
- YMM6.74%
- PAGS5.77%
- ATHM5.23%
- UGP5.13%
- BIDU5.07%
- HSAI4.40%
Share classes counted separately88.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JDWeight decreased · -2.47 pp13.36% → 10.89%Shares +35.75K (+1.79%)
- STNEWeight increased · +1.91 pp7.32% → 9.23%Shares -8.00K (-0.23%)
- BABAWeight decreased · -1.42 pp26.60% → 25.18%Shares +101.51K (+7.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $154.06M | 25.18% | 1.43M shares | 26.60% → 25.18%-1.42 pp +101.51K (+7.66%) | Added | ↗▾ |
| 02 | 10552T107BRF SA-ADRSPONSORED ADR View history and evidence | $66.81M | 10.92% | 16.83M shares | 10.60% → 10.92%+0.32 pp -37.60K (-0.22%) | Reduced | ↗▾ |
| 03 | JDJD.COM INC-ADRSPON ADS CL A View history and evidence | $66.64M | 10.89% | 2.04M shares | 13.36% → 10.89%-2.47 pp +35.75K (+1.79%) | Added | ↗▾ |
| 04 | STNESTONECO LTD-ACOM CL A View history and evidence | $56.50M | 9.23% | 3.46M shares | 7.32% → 9.23%+1.91 pp -8.00K (-0.23%) | Reduced | ↗▾ |
| 05 | YMMFULL TRUCK ALLIANCE -SPN ADRSPONSORED ADS View history and evidence | $41.24M | 6.74% | 3.25M shares | 6.81% → 6.74%-0.07 pp -8.60K (-0.26%) | Reduced | ↗▾ |
| 06 | PAGSPAGSEGURO DIGITAL LTD-CL ACOM CL A View history and evidence | $35.32M | 5.77% | 3.84M shares | 5.91% → 5.77%-0.14 pp -10.10K (-0.26%) | Reduced | ↗▾ |
| 07 | ATHMAUTOHOME INC-ADRSP ADS RP CL A View history and evidence | $32.03M | 5.23% | 1.19M shares | 5.73% → 5.23%-0.50 pp -2.70K (-0.23%) | Reduced | ↗▾ |
| 08 | UGPULTRAPAR PARTICPAC-SPON ADRSP ADR REP COM View history and evidence | $31.40M | 5.13% | 9.46M shares | 4.84% → 5.13%+0.29 pp +776.81K (+8.95%) | Added | ↗▾ |
| 09 | BIDUBAIDU INC - SPON ADRSPON ADR REP A View history and evidence | $31.05M | 5.07% | 343.87K shares | 5.36% → 5.07%-0.29 pp -1.10K (-0.32%) | Reduced | ↗▾ |
| 10 | HSAIHESAI GROUPSPONSORED ADS View history and evidence | $26.92M | 4.40% | 1.18M shares | 3.15% → 4.40%+1.25 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1629869 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 611906
}Take these holdings further.
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