LU β€” LUFAX HOLDING LTD

Ownership history in Polunin Capital Partners Ltd  Β·  6 quarters on record

AI Ownership Summary

Polunin Capital Partners Ltd reported LUFAX HOLDING LTD (LU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows LU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polunin Capital Partners Ltd's position in LUFAX HOLDING LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Polunin Capital Partners Ltd held LU β€” position size vs. price
% of Fund (quarterly)    LU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,924 -47,702 -53.2% 0.02% $110K 2026-02-14 (Est.) $2.69
2025 Q3 UNCHANGED 89,626 β€” 0% 0.05% $359K 2025-10-07 $3.87
2025 Q2 UNCHANGED 89,626 β€” 0% 0.04% $246K 2025-07-10 $2.69
2025 Q1 UNCHANGED 89,626 β€” 0% 0.04% $220K 2025-04-09 $2.58
2024 Q4 UNCHANGED 89,626 β€” 0% 0.06% $226K 2025-01-28 $2.32
2024 Q3 INITIATED 89,626 β€” β€” 0.07% $283K 2024-10-24 $2.82

FAQ About Polunin Capital Partners Ltd and LU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polunin Capital Partners Ltd reported owning LU?

Polunin Capital Partners Ltd reported LU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LU position in Polunin Capital Partners Ltd's portfolio?

The largest reported portfolio weight for LU was 0.07% in 2024 Q3.

What is the latest reported LU position on this page?

The most recent filing on this page is 2025 Q4, when Polunin Capital Partners Ltd reported 41,924 shares, equal to 0.02% of portfolio, with an estimated market value of $110K.

What does the chart on this LU ownership page compare?

The chart compares Polunin Capital Partners Ltd's quarterly LU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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