Polunin Capital Partners Ltd Top Holdings and 13F Report (2025) About Polunin Capital Partners LtdInvestment ActivityPolunin Capital Partners Ltd has $611.91 thousand in total holdings as of June 30, 2025.Polunin Capital Partners Ltd owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Polunin Capital Partners Ltd has purchased 27 new stocks and bought additional shares in 4 stocks.Polunin Capital Partners Ltd sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alibaba Group $154,062BRF $66,813JD.com $66,638StoneCo $56,503Full Truck Alliance $41,239 Largest Purchases this Quarter Alibaba Group 101,514 shares (about $10.96K)Ultrapar Participacoes 776,808 shares (about $2.58K)HUYA 837,372 shares (about $2.07K)JD.com 35,747 shares (about $1.17K) Largest Sales this Quarter BRF 37,600 shares (about $149.27)StoneCo 8,000 shares (about $130.48)Full Truck Alliance 8,600 shares (about $109.22)Baidu 1,100 shares (about $99.31)PagSeguro Digital 10,100 shares (about $93.02) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolunin Capital Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABAAlibaba Group$154,062$10,962 ▲7.7%1,426,63425.2%Retail/WholesaleBRFSBRF$66,813$149 ▼-0.2%16,829,51110.9%Consumer StaplesJDJD.com$66,638$1,169 ▲1.8%2,037,85610.9%Retail/WholesaleSTNEStoneCo$56,503$130 ▼-0.2%3,464,2889.2%Computer and TechnologyYMMFull Truck Alliance$41,239$109 ▼-0.3%3,247,1466.7%Business ServicesPAGSPagSeguro Digital$35,324$93 ▼-0.3%3,835,3715.8%Business ServicesATHMAutohome$32,028$73 ▼-0.2%1,189,3155.2%Computer and TechnologyUGPUltrapar Participacoes$31,398$2,579 ▲8.9%9,457,2425.1%EnergyBIDUBaidu$31,045$99 ▼-0.3%343,8725.1%Computer and TechnologyHSAIHesai Group$26,9210.0%1,180,2424.4%Auto/Tires/TrucksRYAAYRyanair$12,3760.0%210,3312.0%TransportationYYJOYY$8,9850.0%167,3771.5%Computer and TechnologyBVNBuenaventura Mining$8,1030.0%499,2811.3%Basic MaterialsHIMXHimax Technologies$6,9840.0%758,2681.1%Computer and TechnologyMOMOHello Group$6,2030.0%706,4951.0%Computer and TechnologyWBWeibo$5,4810.0%561,0500.9%Computer and TechnologyHUYAHUYA$5,134$2,068 ▲67.5%2,078,6720.8%Computer and TechnologyNIUNiu Technologies$3,8170.0%1,072,0620.6%Auto/Tires/TrucksCGAUCenterra Gold$3,7520.0%529,1150.6%Basic MaterialsDOUYU INTL HLDGS LTD$2,1430.0%303,5300.4%SPONSORED ADSMXMagnachip Semiconductor$1,4450.0%358,4950.2%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$1,4180.0%41,1000.2%ManufacturingASHRXtrackers Harvest CSI 300 China A-Shares ETF$1,1420.0%40,8450.2%ETFTALTAL Education Group$9660.0%92,4260.2%Consumer DiscretionaryCANCanaan$9630.0%1,346,1410.2%FinanceQDQudian$7790.0%241,1540.1%Business ServicesLUFAX HOLDING LTD$2460.0%89,6260.0%SPONSORED ADRShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
