§ 13F · FUND PROFILE
Polunin Capital Partners Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $680K (13F)Positions · 24Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 863K | $106K | 27.4% | −38% |
| 2 | PAGS | PAGSEGURO DIGITAL LTD | 5.00M | $53K | 13.8% | +12% |
| 3 | STNE | STONECO LTD | 3.35M | $48K | 12.4% | ±0% |
| 4 | DQ | DAQO NEW ENERGY CORP | 1.74M | $36K | 9.4% | +19% |
| 5 | BIDU | BAIDU INC | 288K | $32K | 8.3% | −30% |
| 6 | ACMR | ACM RESH INC | 763K | $32K | 8.3% | NEW |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | 3.15M | $26K | 6.8% | ±0% |
| 8 | CSIQ | CANADIAN SOLAR INC | 2.00M | $26K | 6.6% | ±0% |
| 9 | ATHM | AUTOHOME INC | 1.14M | $20K | 5.2% | ±0% |
| 10 | GAU | GALIANO GOLD INC | 1.85M | $5K | 1.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POLUNIN SIGNAL
AC read
Polunin Capital Partners Ltd is a Other fund managing $680 thousand in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed