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 |
|---|---|---|---|---|
| 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
Holdings in BABA
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,222,297 | 862,604 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $202,825,970 | 1,383,722 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $246,939,444 | 1,381,634 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $161,794,561 | 1,426,634 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $175,220,617 | 1,325,120 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $35,321,479 | 416,576 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $44,907,437 | 423,176 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $3,087,250 | 35,592 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,966,593 | 35,592 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,636,790 | 35,592 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,135,299 | 35,592 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,847,004 | 35,592 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $102,039,850 | 897,606 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $142,322,476 | 1,308,111 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $156,310,534 | 1,315,856 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $124,746,930 | 842,600 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $112,074,676 | 494,200 | Shares | Sole | 2021-08-04 | |
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