Polunin Capital Partners Ltd
Top Portfolio Positions
14 positions ·
$384,245,587 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
862,604 | $108,222,297 | 28.16% | |
| PAGS |
PagSeguro Digital Ltd.
Technology
|
5,004,811 | $50,148,206 | 13.05% | |
| STNE |
StoneCo Ltd.
Technology
|
3,354,763 | $47,369,253 | 12.33% | |
| DQ |
Daqo New Energy Corp.
Technology
|
1,742,664 | $37,066,463 | 9.65% | |
| BIDU |
Baidu, Inc.
Communication Services
|
288,440 | $32,137,984 | 8.36% | |
| ACMR |
ACM Research, Inc.
Technology
|
763,318 | $30,036,563 | 7.82% | |
| CSIQ |
Canadian Solar Inc.
Technology
|
2,001,869 | $27,725,885 | 7.22% | |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
3,152,833 | $26,168,513 | 6.81% | |
| ATHM |
Autohome Inc.
Communication Services
|
1,142,966 | $19,853,319 | 5.17% | |
| GAU |
Galiano Gold Inc.
Basic Materials
|
1,847,117 | $4,636,263 | 1.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATHM
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,853,319 | 1,142,966 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,462,457 | 1,143,866 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $32,924,288 | 1,153,215 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $30,672,433 | 1,189,315 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $33,042,655 | 1,192,015 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $26,931,454 | 1,037,821 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $34,339,759 | 1,052,721 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,602,491 | 1,078,415 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $28,679,829 | 1,093,815 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $27,337,960 | 974,268 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $30,339,923 | 999,668 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $29,911,394 | 1,025,768 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $28,619,125 | 855,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,453,700 | 864,500 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $26,329,780 | 915,500 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $38,401,812 | 976,400 | Shares | Sole | 2022-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||