Polunin Capital Partners LTD Portfolio Holdings by Sector
Polunin Capital Partners LTD
- $680 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
BABA JD BZUN 3 stocks |
$330,017
48.71% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
BIDU ATHM YY MOMO 4 stocks |
$107,581
15.88% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
STNE PAGS 2 stocks |
$101,818
15.03% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
YMM 1 stocks |
$42,085
6.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
DQ 1 stocks |
$37,183
5.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$12,515
1.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
BVN 1 stocks |
$12,227
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
HUYA 1 stocks |
$8,242
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
HIMX MX 2 stocks |
$7,495
1.11% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
NIU 1 stocks |
$6,603
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
CGAU 1 stocks |
$5,857
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
KWEB ASHR 2 stocks |
$3,099
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
CAN 1 stocks |
$1,709
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
QD 1 stocks |
$1,073
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|