PC

Polunin Capital Partners Ltd

13F
Polunin Capital Partners Ltd
Last update 2025-07-10 27 Stocks (0 new)
Value $612.00 Mil Turnover 3 %
Countries:
Top Holdings: BABA(25.18%)BRFS(10.92%)JD(10.89%)STNE(9.23%)YMM(6.74%)
Summary Stock Picks Current Portfolio
Polunin Capital Partners Ltd Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BABA
Alibaba Group Holding Ltd
1,426,634
154,060.0
+7.66%
25.180
+1.79%
0.060
+5.93%
+44.77%
288,010.4
Retail - Cyclical
BRFS
BRF SA
16,829,511
66,810.0
-0.22%
10.920
-0.02%
1.050
+2.92%
-4.67%
6,214.6
Consumer Packaged Goods
JD
JD.com Inc
2,037,856
66,640.0
+1.79%
10.890
+0.19%
0.140
+0.62%
+0.60%
48,838.0
Retail - Cyclical
STNE
StoneCo Ltd
3,464,288
56,500.0
-0.23%
9.230
-0.02%
1.280
+6.86%
+75.91%
3,807.0
Software
YMM
Full Truck Alliance Co Ltd
3,247,146
41,240.0
-0.26%
6.740
-0.02%
0.310
+11.09%
+12.06%
12,571.6
Software
PAGS
PagSeguro Digital Ltd
3,835,371
35,320.0
-0.26%
5.770
-0.02%
1.280
-12.38%
+30.87%
2,374.5
Software
ATHM
Autohome Inc
1,189,315
32,030.0
-0.23%
5.230
-0.01%
1.000
0%
+6.44%
3,271.3
Interactive Media
UGP
Ultrapar Participacoes SA
9,457,242
31,400.0
+8.95%
5.130
+0.42%
0.880
-5.02%
+10.99%
3,037.1
Oil & Gas
BIDU
Baidu Inc
343,872
31,050.0
-0.32%
5.070
-0.02%
0.100
+8.69%
+9.65%
31,781.5
Interactive Media
HSAI
Hesai Group
1,180,242
26,920.0
0%
4.400
0%
0.890
+61.19%
+52.68%
2,795.1
Vehicles & Parts

Polunin Capital Partners Ltd's Historical Top Holdings Breakdowns

Polunin Capital Partners Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BABA
Alibaba Group Holding Ltd
2025-06-30
Add
Add
+1.79%
●
99.37 ($118.61) 134.05
$120.71
1.77%
Add 7.66%
1,426,634
101,514
UGP
Ultrapar Participacoes SA
2025-06-30
Add
Add
+0.42%
●
2.76 ($3.03) 3.28
$2.84
-6.27%
Add 8.95%
9,457,242
776,808
HUYA
HUYA Inc
2025-06-30
Add
Add
+0.34%
●
2.92 ($3.62) 4.1
$3.70
2.21%
Add 67.46%
2,078,672
837,372
JD
JD.com Inc
2025-06-30
Add
Add
+0.19%
●
31.44 ($34.23) 41.32
$33.88
-1.02%
Add 1.79%
2,037,856
35,747
PAGS
PagSeguro Digital Ltd
2025-06-30
Reduce
Reduce
-0.02%
●
7.61 ($8.99) 10.03
$7.95
-11.57%
Reduce -0.26%
3,835,371
-10,100
STNE
StoneCo Ltd
2025-06-30
Reduce
Reduce
-0.02%
●
10.43 ($13.3) 16.04
$14.02
5.41%
Reduce -0.23%
3,464,288
-8,000
BIDU
Baidu Inc
2025-06-30
Reduce
Reduce
-0.02%
●
76.86 ($86.38) 92.5
$92.45
7.03%
Reduce -0.32%
343,872
-1,100
BRFS
BRF SA
2025-06-30
Reduce
Reduce
-0.02%
●
3.11 ($3.61) 4
$3.88
7.48%
Reduce -0.22%
16,829,511
-37,600
YMM
Full Truck Alliance Co Ltd
2025-06-30
Reduce
Reduce
-0.02%
●
9.67 ($11.66) 13.01
$12.02
3.09%
Reduce -0.26%
3,247,146
-8,600
ATHM
Autohome Inc
2025-06-30
Reduce
Reduce
-0.01%
●
23.81 ($25.96) 28.05
$27.62
6.39%
Reduce -0.23%
1,189,315
-2,700

Polunin Capital Partners Ltd Total Holding History ($B)

To

Polunin Capital Partners Ltd's Asset Allocation

To

Polunin Capital Partners Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Polunin Capital Partners Ltd's Hypothetical Growth since 2025-06-30

Polunin Capital Partners Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Polunin Capital Partners Ltd's Holdings Heat Map

Size field:

Polunin Capital Partners Ltd's Holdings Bubble Chart

Polunin Capital Partners Ltd News

  • 1

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