§ 13F · FUND PROFILE
Polunin Capital Partners Ltd.
AUM · $407K (13F)Positions · 19Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$103K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACMR | ACM RESH INC | 748K | $77K | 18.9% | −2% |
| 2 | JD | JD.COM INC | 1.97M | $55K | 13.6% | NEW |
| 3 | PAGS | PAGSEGURO DIGITAL LTD | 4.92M | $45K | 11.2% | −2% |
| 4 | STNE | STONECO LTD | 3.51M | $39K | 9.7% | +5% |
| 5 | BIDU | BAIDU INC | 283K | $33K | 8.2% | −2% |
| 6 | CSIQ | CANADIAN SOLAR INC | 2.12M | $32K | 7.8% | +6% |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | 3.10M | $27K | 6.5% | −2% |
| 8 | ATHM | AUTOHOME INC | 1.23M | $25K | 6.1% | +8% |
| 9 | WB | WEIBO CORP | 2.93M | $23K | 5.5% | NEW |
| 10 | DQ | DAQO NEW ENERGY CORP | 1.71M | $21K | 5.2% | −2% |
§ 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 $407 thousand in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →