Polunin Capital Partners Ltd
CIK 1629869 · Holdings on Dec 31, 2025 · First reported Jan 20, 2026
Top ten holdings
Q4 2025- BABA35.26%
- BIDU9.53%
- JD8.67%
- STNE7.49%
- PAGS6.91%
- CSIQ6.73%
- DQ5.66%
- YMM4.79%
- ATHM4.07%
- BVN2.89%
Share classes counted separately92.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BABAWeight decreased · -2.94 pp38.20% → 35.26%Shares +2.09K (+0.15%)
- JDWeight decreased · -1.59 pp10.26% → 8.67%Shares -24.19K (-1.23%)
- YMMWeight decreased · -1.40 pp6.19% → 4.79%Shares +6.79K (+0.22%)
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 24
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 | $228.87M | 35.26% | 1.38M shares | 38.20% → 35.26%-2.94 pp +2.09K (+0.15%) | Added | ↗▾ |
| 02 | BIDUBAIDU INC - SPON ADRSPON ADR REP A View history and evidence | $61.83M | 9.53% | 413.50K shares | 8.61% → 9.53%+0.92 pp +1.13K (+0.27%) | Added | ↗▾ |
| 03 | JDJD.COM INC-ADRSPON ADS CL A View history and evidence | $56.29M | 8.67% | 1.95M shares | 10.26% → 8.67%-1.59 pp -24.19K (-1.23%) | Reduced | ↗▾ |
| 04 | STNESTONECO LTD-ACOM CL A View history and evidence | $48.64M | 7.49% | 3.36M shares | 8.88% → 7.49%-1.39 pp -2.42K (-0.07%) | Reduced | ↗▾ |
| 05 | PAGSPAGSEGURO DIGITAL LTD-CL ACOM CL A View history and evidence | $44.86M | 6.91% | 4.45M shares | 6.10% → 6.91%+0.81 pp +16.70K (+0.38%) | Added | ↗▾ |
| 06 | CSIQCANADIAN SOLAR INC View history and evidence | $43.69M | 6.73% | 2.01M shares | Prior unavailable +2.01M | New | ↗▾ |
| 07 | DQDAQO NEW ENERGY CORP-ADRSPNSRD ADS NEW View history and evidence | $36.73M | 5.66% | 1.46M shares | 5.47% → 5.66%+0.19 pp +174.75K (+13.61%) | Added | ↗▾ |
| 08 | YMMFULL TRUCK ALLIANCE -SPN ADRSPONSORED ADS View history and evidence | $31.08M | 4.79% | 3.15M shares | 6.19% → 4.79%-1.40 pp +6.79K (+0.22%) | Added | ↗▾ |
| 09 | ATHMAUTOHOME INC-ADRSP ADS RP CL A View history and evidence | $26.41M | 4.07% | 1.14M shares | 4.82% → 4.07%-0.75 pp -9.35K (-0.81%) | Reduced | ↗▾ |
| 10 | BVNCIA DE MINAS BUENAVENTUR-ADRSPONSORED ADR View history and evidence | $18.74M | 2.89% | 540.38K shares | 1.80% → 2.89%+1.09 pp +41.10K (+8.23%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RYAAY RYANAIR HOLDINGS PLC-SP ADR | Non-derivative | -210,331 | -$12.52M | SEC filing ↗ | SEC filing ↗ |
| NIU NIU TECHNOLOGIES-SPONS ADR | Non-derivative | -1,460,883 | -$6.60M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1629869 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 649082
}Take these holdings further.
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