Polunin Capital Partners Ltd Top Holdings and 13F Report (2026) About Polunin Capital Partners LtdInvestment ActivityPolunin Capital Partners Ltd has $496.78 million in total holdings as of September 30, 2026.Polunin Capital Partners Ltd owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 28.25% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Polunin Capital Partners Ltd has purchased 19 new stocks and bought additional shares in 3 stocks.Polunin Capital Partners Ltd sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings StoneCo $66,109,000PagSeguro Digital $65,517,000ACM Research $51,783,000JD.com $51,773,000EPAM Systems $47,579,000 Largest New Holdings this Quarter 29414B104 - EPAM Systems $47,579,000 Holding11777Q209 - B2Gold $36,904,000 Holding23355L106 - DXC Technology $8,515,000 HoldingL44385109 - Globant $8,427,000 Holding987910106 - YUANBAO INC $221,000 Holding Largest Purchases this Quarter EPAM Systems 417,874 shares (about $47.58M)B2Gold 7,207,801 shares (about $36.90M)StoneCo 2,190,119 shares (about $25.41M)PagSeguro Digital 1,216,552 shares (about $12.99M)DXC Technology 688,329 shares (about $8.52M) Largest Sales this Quarter ACM Research 17,100 shares (about $1.21M)JD.com 43,200 shares (about $1.16M)Full Truck Alliance 63,500 shares (about $528.96K)Baidu 5,800 shares (about $486.75K)Autohome 19,600 shares (about $399.25K) 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 PortfolioSectorSTNEStoneCo$66,109,000$25,405,486 ▲62.4%5,699,02813.3%FinancePAGSPagSeguro Digital$65,517,000$12,992,749 ▲24.7%6,134,56313.2%FinanceACMRACM Research$51,783,000$1,210,681 ▼-2.3%731,39810.4%TechnologyJDJD.com$51,773,000$1,162,509 ▼-2.2%1,923,93610.4%Consumer DiscretionaryEPAMEPAM Systems$47,579,000$47,579,000 ▲New Holding417,8749.6%TechnologyBTGB2Gold$36,904,000$36,904,000 ▲New Holding7,207,8017.4%MaterialsYMMFull Truck Alliance$25,282,000$528,959 ▼-2.0%3,035,0335.1%IndustrialsATHMAutohome$24,740,000$399,246 ▼-1.6%1,214,5495.0%Communication ServicesBIDUBaidu$23,300,000$486,745 ▼-2.0%277,6404.7%Communication ServicesCSIQCanadian Solar$22,976,000$380,012 ▼-1.6%2,085,9144.6%TechnologyWBWeibo$18,491,000$354,848 ▼-1.9%2,871,2383.7%Communication ServicesDQDAQO New Energy$18,063,000$320,520 ▼-1.7%1,685,0233.6%TechnologyHIMXHimax Technologies$9,242,0000.0%696,9501.9%TechnologyDXCDXC Technology$8,515,000$8,515,000 ▲New Holding688,3291.7%TechnologyGLOBGlobant$8,427,000$8,427,000 ▲New Holding227,4461.7%TechnologyTUYATuya$5,029,0000.0%2,958,1451.0%TechnologyMOMOHello Group$3,908,0000.0%835,1190.8%Communication ServicesGAUGaliano Gold$3,851,0000.0%1,834,0170.8%MaterialsPPLTabrdn Physical Platinum Shares ETF$3,607,0000.0%243,3700.7%ETFASHRXtrackers Harvest CSI 300 China A-Shares ETF$745,0000.0%23,1830.1%ETFBZUNBaozun$506,000$310,215 ▲158.4%155,6420.1%Consumer DiscretionaryYUANBAO INC$221,000$221,000 ▲New Holding18,0470.0%SPONSORED ADSMXMagnachip Semiconductor$189,0000.0%59,8110.0%TechnologyCANCanaan$22,0000.0%74,3820.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
