Polunin Capital Partners Ltd Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Polunin Capital Partners Ltd disclosed 23 stock positions valued at approximately $496.78K as of quarter-end September 30, 2026. The largest holdings include PAGSEGURO DIGITAL LTD, ACM RESH INC, and JD.COM INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $496.78K
Holdings by Sector
Polunin Capital Partners Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PAGSEGURO DIGITAL LTD | PAGS | Technology | 13.19% | 6,134,563 | +1,216,552 | +24.74% | $65,517 |
| ACM RESH INC | ACMR | Technology | 10.42% | 731,398 | -17,100 | -2.28% | $51,783 |
| JD.COM INC | JD | Consumer Cyclical | 10.42% | 1,923,936 | -43,200 | -2.20% | $51,773 |
| EPAM SYS INC | EPAM | Technology | 9.58% | 417,874 | +417,874 | +100.00% | $47,579 |
| B2GOLD CORP | BTG | Basic Materials | 7.43% | 7,207,801 | +7,207,801 | +100.00% | $36,904 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 5.09% | 3,035,033 | -63,500 | -2.05% | $25,282 |
| AUTOHOME INC | ATHM | Communication Services | 4.98% | 1,214,549 | -19,600 | -1.59% | $24,740 |
| BAIDU INC | BIDU | Communication Services | 4.69% | 277,640 | -5,800 | -2.05% | $23,300 |
| CANADIAN SOLAR INC | CSIQ | Technology | 4.62% | 2,085,914 | -34,500 | -1.63% | $22,976 |
| WEIBO CORP | WB | Communication Services | 3.72% | 2,871,238 | -55,100 | -1.88% | $18,491 |
| DAQO NEW ENERGY CORP | DQ | Technology | 3.64% | 1,685,023 | -29,900 | -1.74% | $18,063 |
| HIMAX TECHNOLOGIES INC | HIMX | Technology | 1.86% | 696,950 | - | - | $9,242 |
| DXC TECHNOLOGY CO | DXC | Technology | 1.71% | 688,329 | +688,329 | +100.00% | $8,515 |
| GLOBANT S A | GLOB | Technology | 1.70% | 227,446 | +227,446 | +100.00% | $8,427 |
| TUYA INC | TUYA | Technology | 1.01% | 2,958,145 | - | - | $5,029 |
| HELLO GROUP INC | MOMO | Communication Services | 0.79% | 835,119 | - | - | $3,908 |
| GALIANO GOLD INC | GAU | Basic Materials | 0.78% | 1,834,017 | - | - | $3,851 |
| ABRDN PLATINUM ETF TRUST | PPLT | Other | 0.73% | 243,370 | - | - | $3,607 |
| DBX ETF TR | ASHR | Other | 0.15% | 23,183 | - | - | $745 |
| BAOZUN INC | BZUN | Consumer Cyclical | 0.10% | 155,642 | +95,420 | +158.45% | $506 |
| YUANBAO INC | YB | Technology | 0.04% | 18,047 | +18,047 | +100.00% | $221 |
| MAGNACHIP SEMICONDUCTOR CORP | MX | Technology | 0.04% | 59,811 | - | - | $189 |
| CANAAN INC | CAN | Technology | 0.00% | 74,382 | - | - | $22 |
Showing 23 of 23 holdings in the latest reporting period.