Polunin Capital Partners Ltd Top Holdings and 13F Report (2026) About Polunin Capital Partners LtdInvestment ActivityPolunin Capital Partners Ltd has $407.42 thousand in total holdings as of June 30, 2026.Polunin Capital Partners Ltd owns shares of 19 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 26.54% of the portfolio was purchased this quarter.About 27.05% of the portfolio was sold this quarter.This quarter, Polunin Capital Partners Ltd has purchased 16 new stocks and bought additional shares in 4 stocks.Polunin Capital Partners Ltd sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings ACM Research $77,095JD.com $55,473PagSeguro Digital $45,492StoneCo $39,335Baidu $33,313 Largest New Holdings this Quarter 47215P106 - JD.com $55,473 Holding948596101 - Weibo $22,591 Holding43289P106 - Himax Technologies $10,615 Holding90114C107 - Tuya $5,443 Holding423403104 - Hello Group $5,061 Holding Largest Purchases this Quarter JD.com 1,967,136 shares (about $55.47K)Weibo 2,926,338 shares (about $22.59K)Himax Technologies 696,950 shares (about $10.62K)Tuya 2,958,145 shares (about $5.44K)Hello Group 835,119 shares (about $5.06K) Largest Sales this Quarter ACM Research 14,820 shares (about $1.53K)PagSeguro Digital 86,800 shares (about $802.91)Baidu 5,000 shares (about $587.66)Full Truck Alliance 54,300 shares (about $465.34)Canaan 1,120,174 shares (about $346.37) 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 PortfolioSectorACMRACM Research$77,095$1,526 â–¼-1.9%748,49818.9%Computer and TechnologyJDJD.com$55,473$55,473 â–²New Holding1,967,13613.6%Retail/WholesalePAGSPagSeguro Digital$45,492$803 â–¼-1.7%4,918,01111.2%Business ServicesSTNEStoneCo$39,335$1,728 â–²4.6%3,508,9099.7%Computer and TechnologyBIDUBaidu$33,313$588 â–¼-1.7%283,4408.2%Computer and TechnologyCSIQCanadian Solar$31,849$1,781 â–²5.9%2,120,4147.8%EnergyYMMFull Truck Alliance$26,554$465 â–¼-1.7%3,098,5336.5%Business ServicesATHMAutohome$25,053$1,851 â–²8.0%1,234,1496.1%Computer and TechnologyWBWeibo$22,591$22,591 â–²New Holding2,926,3385.5%Computer and TechnologyDQDAQO New Energy$21,265$344 â–¼-1.6%1,714,9235.2%Basic MaterialsHIMXHimax Technologies$10,615$10,615 â–²New Holding696,9502.6%Computer and TechnologyTUYATuya$5,443$5,443 â–²New Holding2,958,1451.3%Computer and TechnologyMOMOHello Group$5,061$5,061 â–²New Holding835,1191.2%Computer and TechnologyPPLTabrdn Physical Platinum Shares ETF$3,595$3,595 â–²New Holding243,3700.9%ETFGAUGaliano Gold$3,430$24 â–¼-0.7%1,834,0170.8%Basic MaterialsASHRXtrackers Harvest CSI 300 China A-Shares ETF$8200.0%23,1830.2%ETFMXMagnachip Semiconductor$240$11 â–²4.9%59,8110.1%Computer and TechnologyBZUNBaozun$1710.0%60,2220.0%Computer and TechnologyCANCanaan$23$346 â–¼-93.8%74,3820.0%FinanceBABAAlibaba Group$0$105,505 â–¼-100.0%00.0%Retail/WholesaleKWEBKraneShares CSI China Internet ETF$0$541 â–¼-100.0%00.0%ManufacturingDOUYU INTL HLDGS LTD$0$59 â–¼-100.0%00.0%SPONSORED ADSShowing largest 100 holdings. 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