Polunin Capital Partners Ltd Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$649.1M
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,383,722 | $228.9M | 35.26% | |
| 2 | BIDUNBAIDU INC | 413,496 | $61.8M | 9.53% | |
| 3 | JDJD.COM INC | 1,947,668 | $56.3M | 8.67% | |
| 4 | STNESTONECO LTD | 3,356,763 | $48.6M | 7.49% | |
| 5 | PAGSPAGSEGURO DIGITAL LTD | 4,450,160 | $44.9M | 6.91% | |
| 6 | CSIQCANADIAN SOLAR INC | 2,009,769 | $43.7M | 6.73% | |
| 7 | DQDAQO NEW ENERGY CORP | 1,458,705 | $36.7M | 5.66% | |
| 8 | YMMFULL TRUCK ALLIANCE CO LTD | 3,152,133 | $31.1M | 4.79% | |
| 9 | ATHMAUTOHOME INC | 1,143,866 | $26.4M | 4.07% | |
| 10 | BVNCOMPANIA DE MINAS BUENAVENTU | 540,381 | $18.7M | 2.89% | |
| 11 | JOYYJOYY INC | 151,493 | $10.5M | 1.62% | |
| 12 | HUYAHUYA INC | 2,719,977 | $10.1M | 1.55% | |
| 13 | CGCENTERRA GOLD INC | 491,629 | $8.2M | 1.26% | |
| 14 | HIMXHIMAX TECHNOLOGIES INC | 706,750 | $6.1M | 0.94% | |
| 15 | MOMOHELLO GROUP INC | 853,219 | $6.0M | 0.92% | |
| 16 | GAUGALIANO GOLD INC | 1,860,217 | $5.2M | 0.80% | |
| 17 | DOYUDOUYU INTL HLDGS LTD | 277,828 | $1.9M | 0.29% | |
| 18 | MXMAGNACHIP SEMICONDUCTOR CORP | 335,148 | $1.0M | 0.16% | |
| 19 | CANCANAAN INC | 1,194,556 | $942K | 0.15% | |
| 20 | ASHRDBX ETF TR | 23,183 | $778K | 0.12% | |
| 21 | KWEBKRANESHARES TRUST | 19,226 | $687K | 0.11% | |
| 22 | HTTHIGH TEMPLAR TECHNOLOGY LTD | 112,803 | $342K | 0.05% | |
| 23 | BZUNBAOZUN INC | 60,222 | $168K | 0.03% | |
| 24 | LULUFAX HOLDING LTD | 41,924 | $110K | 0.02% |