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 YMM
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,168,513 | 3,152,833 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $33,822,387 | 3,152,133 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $40,795,137 | 3,145,346 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $38,348,794 | 3,247,146 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $41,575,876 | 3,255,746 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $35,796,044 | 3,308,322 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $30,070,190 | 3,337,424 | Shares | Sole | 2024-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||