Position in DQ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,962,818
-$14,103,645 QoQ
Shares Held
1,714,923
-1.6% QoQ
Ownership
2.53%
of shares outstanding
% of Portfolio
5.53%
of 13F equity value
Holder Rank
#1
of 3 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DQ Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Polunin Capital Partners Ltd holds $117,939,729 across 2 Semiconductor Equipment & Materials names. DQ ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACMR |
ACM Research, Inc.
|
748,498 | $94,976,911 | |
| 2 | DQ |
Daqo New Energy Corp.
This page
|
1,714,923 | $22,962,818 |
All Filings in DQ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,962,818 | 1,714,923 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $37,066,463 | 1,742,664 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $43,031,797 | 1,458,705 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $36,117,738 | 1,283,958 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||