Polunin Capital Partners Ltd Portfolio Stock Holdings
Polunin Capital Partners Ltd disclosed 16 stock positions valued at approximately $385,376 in its latest SEC 13F filing. The largest holdings include ALIBABA GROUP HLDG LTD, PAGSEGURO DIGITAL LTD, and DAQO NEW ENERGY CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $385.4K
Holdings by Sector
Polunin Capital Partners Ltd Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 27.38% | 862,604 | -521,118 | -37.66% | $105,505 |
| PAGSEGURO DIGITAL LTD | G68707101 | Other | 13.80% | 5,004,811 | +554,651 | +12.46% | $53,201 |
| DAQO NEW ENERGY CORP | DQ | Technology | 9.44% | 1,742,664 | +283,959 | +19.47% | $36,369 |
| BAIDU INC | BIDU | Communication Services | 8.33% | 288,440 | -125,056 | -30.24% | $32,098 |
| ACM RESH INC | ACMR | Technology | 8.25% | 763,318 | +763,318 | +100.00% | $31,807 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 6.77% | 3,152,833 | +700 | +0.02% | $26,105 |
| CANADIAN SOLAR INC | CSIQ | Technology | 6.65% | 2,001,869 | -7,900 | -0.39% | $25,624 |
| AUTOHOME INC | ATHM | Communication Services | 5.18% | 1,142,966 | -900 | -0.08% | $19,979 |
| GALIANO GOLD INC | GAU | Basic Materials | 1.21% | 1,847,117 | -13,100 | -0.70% | $4,655 |
| DBX ETF TR | ASHR | Other | 0.19% | 23,183 | - | - | $749 |
| KRANESHARES TRUST | KWEB | Other | 0.14% | 19,226 | - | - | $541 |
| CANAAN INC | CAN | Technology | 0.13% | 1,194,556 | - | - | $495 |
| MAGNACHIP SEMICONDUCTOR CORP | MX | Technology | 0.04% | 57,011 | -278,137 | -82.99% | $164 |
| BAOZUN INC | BZUN | Consumer Cyclical | 0.04% | 60,222 | - | - | $153 |
| DOUYU INTL HLDGS LTD | DOYU | Communication Services | 0.02% | 12,198 | -265,630 | -95.61% | $59 |