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 MX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,630 | 57,011 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $854,627 | 335,148 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,089,537 | 348,095 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,426,810 | 358,495 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,229,637 | 358,495 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,476,123 | 367,195 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,714,800 | 367,195 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,828,660 | 375,495 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,095,262 | 375,495 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,816,212 | 375,495 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,810,017 | 217,812 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,435,138 | 217,812 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,964,687 | 211,712 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,987,975 | 211,712 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,186,362 | 213,512 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,102,329 | 213,512 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,610,487 | 213,512 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,668,173 | 222,612 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $5,447,190 | 228,298 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,684,620 | 228,298 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,485,428 | 257,798 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,531,832 | 257,798 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,703,729 | 262,498 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,900,602 | 262,498 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||