Polunin Capital Partners’s Lufax Holding LU Stock Holding History

Polunin Capital Partners’s Portfolio LU Stock Details LU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-41,924	Closed	-$110K	–	22
2025 Q4	$110K	Sell	41,924 -47,702	-53%	-$141K	0.02%	24
2025 Q3	$359K	Hold	89,626	–	–	0.05%	24
2025 Q2	$246K	Hold	89,626	–	–	0.04%	27
2025 Q1	$220K	Hold	89,626	–	–	0.04%	27
2024 Q4	$226K	Hold	89,626	–	–	0.06%	25
2024 Q3	$283K	Buy	+89,626	New	+$234K	0.07%	26
2023 Q4	–	Sell	-3,319,525	Closed	-$14.1M	–	29
2023 Q3	$14.1M	Sell	3,319,525 -88,475	-3%	-$490K	3.17%	14
2023 Q2	$19.5M	Buy	3,408,000 +1,143,075	+50%	+$7.56M	4%	14
2023 Q1	$18.5M	Buy	+2,264,925	New	+$21.7M	3.83%	12

Other funds holding LU

AIM

Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polunin Capital Partners's LU Position: Q1 2026 in Review

Polunin Capital Partners sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 41,924 shares — an estimated $110K sold.

Polunin Capital Partners first reported a position in LU in Q1 2023 and held it in 9 quarters. The position peaked at $19.5M in Q2 2023. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

Polunin Capital Partners reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
Polunin Capital Partners sold 41,924 Lufax Holding shares in Q1 2026, an estimated $110K.
Polunin Capital Partners first reported a position in Lufax Holding in Q1 2023 and held it in 9 quarters.
Polunin Capital Partners's Lufax Holding position peaked at $19.5M in Q2 2023.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Polunin Capital Partners's 13F filing for Q1 2026, filed 15 Apr 2026.