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Polunin Capital Partners Ltd Top Holdings and 13F Report (2026)

About Polunin Capital Partners Ltd

Investment Activity

  • Polunin Capital Partners Ltd has $385.38 thousand in total holdings as of March 31, 2026.
  • Polunin Capital Partners Ltd owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 11.32% of the portfolio was purchased this quarter.
  • About 50.92% of the portfolio was sold this quarter.
  • This quarter, Polunin Capital Partners Ltd has purchased 24 new stocks and bought additional shares in 3 stocks.
  • Polunin Capital Partners Ltd sold shares of 8 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Alibaba Group
$105,505
StoneCo
$47,872
Baidu
$32,098

Largest New Holdings this Quarter

00108J109 - ACM Research
$31,807 Holding

Largest Purchases this Quarter

ACM Research
763,318 shares (about $31.81K)
DAQO New Energy
283,959 shares (about $5.93K)
PagSeguro Digital
554,651 shares (about $5.90K)
Full Truck Alliance
700 shares (about $5.80)

Largest Sales this Quarter

Alibaba Group
521,118 shares (about $63.74K)
Baidu
125,056 shares (about $13.92K)
DOUYU INTL HLDGS LTD
265,630 shares (about $1.28K)
Magnachip Semiconductor
278,137 shares (about $800.10)
Canadian Solar
7,900 shares (about $101.12)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPolunin Capital Partners Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$105,505$63,738 -37.7%862,60427.4%Retail/Wholesale
PagSeguro Digital Ltd. stock logo
PAGS
PagSeguro Digital
$53,201$5,896 12.5%5,004,81113.8%Business Services
StoneCo Ltd. stock logo
STNE
StoneCo
$47,872$29 -0.1%3,354,76312.4%Computer and Technology
DAQO New Energy Corp. stock logo
DQ
DAQO New Energy
$36,369$5,926 19.5%1,742,6649.4%Basic Materials
Baidu, Inc. stock logo
BIDU
Baidu
$32,098$13,916 -30.2%288,4408.3%Computer and Technology
ACM Research, Inc. stock logo
ACMR
ACM Research
$31,807$31,807 New Holding763,3188.3%Computer and Technology
Full Truck Alliance Co. Ltd. Sponsored ADR stock logo
YMM
Full Truck Alliance
$26,105$6 0.0%3,152,8336.8%Business Services
Canadian Solar Inc. stock logo
CSIQ
Canadian Solar
$25,624$101 -0.4%2,001,8696.6%Energy
Autohome Inc. stock logo
ATHM
Autohome
$19,979$16 -0.1%1,142,9665.2%Computer and Technology
Galiano Gold Inc. stock logo
GAU
Galiano Gold
$4,655$33 -0.7%1,847,1171.2%Basic Materials
Xtrackers Harvest CSI 300 China A-Shares ETF stock logo
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
$7490.0%23,1830.2%ETF
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$5410.0%19,2260.1%Manufacturing
Canaan Inc. Sponsored ADR stock logo
CAN
Canaan
$4950.0%1,194,5560.1%Finance
Magnachip Semiconductor Corp. stock logo
MX
Magnachip Semiconductor
$164$800 -83.0%57,0110.0%Computer and Technology
Baozun Inc. stock logo
BZUN
Baozun
$1530.0%60,2220.0%Computer and Technology
DOUYU INTL HLDGS LTD
$59$1,285 -95.6%12,1980.0%SPONSORED ADS
JD.com, Inc. stock logo
JD
JD.com
$0$56,288 -100.0%00.0%Retail/Wholesale
Buenaventura Mining Company Inc. stock logo
BVN
Buenaventura Mining
$0$18,740 -100.0%00.0%Basic Materials
JOYY Inc. stock logo
YY
JOYY
$0$10,527 -100.0%00.0%Computer and Technology
HUYA Inc. Sponsored ADR stock logo
HUYA
HUYA
$0$10,091 -100.0%00.0%Computer and Technology
Centerra Gold Inc. stock logo
CGAU
Centerra Gold
$0$8,190 -100.0%00.0%Basic Materials
Himax Technologies, Inc. stock logo
HIMX
Himax Technologies
$0$6,071 -100.0%00.0%Computer and Technology
Hello Group Inc. Sponsored ADR stock logo
MOMO
Hello Group
$0$5,964 -100.0%00.0%Computer and Technology
Qudian Inc. - Sponsored ADR stock logo
QD
Qudian
$0$342 -100.0%00.0%Business Services
LUFAX HOLDING LTD
$0$110 -100.0%00.0%SPONSORED ADR

Showing largest 100 holdings. View all holdings.
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