Polunin Capital Partners Ltd Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Polunin Capital Partners Ltd disclosed 18 stock positions valued at approximately $407.42M as of quarter-end June 30, 2026. The largest holdings include ACM RESH INC, JD.COM INC, and PAGSEGURO DIGITAL LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 18
- Portfolio Value
- $407.42M
Holdings by Sector
Polunin Capital Partners Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ACM RESH INC | ACMR | Technology | 18.92% | 748,498 | -14,820 | -1.94% | $77,095,000 |
| JD.COM INC | JD | Consumer Cyclical | 13.62% | 1,967,136 | +19,468 | +1.00% | $55,473,000 |
| PAGSEGURO DIGITAL LTD | PAGS | Technology | 11.17% | 4,918,011 | -86,800 | -1.73% | $45,492,000 |
| BAIDU INC | BIDU | Communication Services | 8.18% | 283,440 | -5,000 | -1.73% | $33,313,000 |
| CANADIAN SOLAR INC | CSIQ | Technology | 7.82% | 2,120,414 | +118,545 | +5.92% | $31,849,000 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 6.52% | 3,098,533 | -54,300 | -1.72% | $26,554,000 |
| AUTOHOME INC | ATHM | Communication Services | 6.15% | 1,234,149 | +91,183 | +7.98% | $25,053,000 |
| WEIBO CORP | WB | Communication Services | 5.54% | 2,926,338 | +2,926,338 | +100.00% | $22,591,000 |
| DAQO NEW ENERGY CORP | DQ | Technology | 5.22% | 1,714,923 | -27,741 | -1.59% | $21,265,000 |
| HIMAX TECHNOLOGIES INC | HIMX | Technology | 2.61% | 696,950 | -9,800 | -1.39% | $10,615,000 |
| TUYA INC | TUYA | Technology | 1.34% | 2,958,145 | +2,958,145 | +100.00% | $5,443,000 |
| HELLO GROUP INC | MOMO | Communication Services | 1.24% | 835,119 | -18,100 | -2.12% | $5,061,000 |
| ABRDN PLATINUM ETF TRUST | PPLT | Other | 0.88% | 243,370 | +243,370 | +100.00% | $3,595,000 |
| GALIANO GOLD INC | GAU | Basic Materials | 0.84% | 1,834,017 | -13,100 | -0.71% | $3,430,000 |
| DBX ETF TR | ASHR | Other | 0.20% | 23,183 | - | - | $820,000 |
| MAGNACHIP SEMICONDUCTOR CORP | MX | Technology | 0.06% | 59,811 | +2,800 | +4.91% | $240,000 |
| BAOZUN INC | BZUN | Consumer Cyclical | 0.04% | 60,222 | - | - | $171,000 |
| CANAAN INC | CAN | Technology | 0.01% | 74,382 | -1,120,174 | -93.77% | $23,000 |
Showing 18 of 18 holdings in the latest reporting period.