Polunin Capital Partners
Latest statistics and disclosures from Polunin Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACMR, JD, PAGS, STNE, BIDU, and represent 61.54% of Polunin Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: JD (+$56M), WB (+$23M), HIMX (+$11M), TUYA (+$5.4M), MOMO (+$5.1M), PPLT, ATHM, CSIQ, STNE, MX.
- Started 6 new stock positions in HIMX, PPLT, WB, JD, MOMO, TUYA.
- Reduced shares in these 10 stocks: BABA (-$106M), ACMR, PAGS, BIDU, KWEB, YMM, CAN, DQ, DOYU, GAU.
- Sold out of its positions in BABA, DOYU, KWEB.
- Polunin Capital Partners was a net seller of stock by $-2.1M.
- Polunin Capital Partners has $407M in assets under management (AUM), dropping by 5.72%.
- Central Index Key (CIK): 0001629869
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Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Acm Resh Com Cl A (ACMR) | 18.9 | $77M | 749k | 103.00 |
|
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| Jd.com Spon Ads Cl A (JD) | 13.6 | $56M | NEW | 2.0M | 28.20 |
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| Pagseguro Digital Com Cl A (PAGS) | 11.2 | $46M | 4.9M | 9.25 |
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|
| Stoneco Com Cl A (STNE) | 9.7 | $39M | +4% | 3.5M | 11.21 |
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| Baidu Spon Adr Rep A (BIDU) | 8.2 | $33M | 283k | 117.53 |
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| Canadian Solar (CSIQ) | 7.8 | $32M | +5% | 2.1M | 15.02 |
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| Full Truck Alliance Sponsored Ads (YMM) | 6.5 | $27M | 3.1M | 8.57 |
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| Autohome Sp Ads Rp Cl A (ATHM) | 6.1 | $25M | +7% | 1.2M | 20.30 |
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| Weibo Corp Sponsored Adr (WB) | 5.5 | $23M | NEW | 2.9M | 7.72 |
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| Daqo New Energy Corp Spnsrd Ads New (DQ) | 5.2 | $21M | 1.7M | 12.40 |
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| Himax Technologies Sponsored Adr (HIMX) | 2.6 | $11M | NEW | 697k | 15.23 |
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| Tuya Sponsered Ads (TUYA) | 1.3 | $5.4M | NEW | 3.0M | 1.84 |
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| Hello Group Ads (MOMO) | 1.2 | $5.1M | NEW | 835k | 6.06 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.9 | $3.6M | NEW | 243k | 14.77 |
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| Galiano Gold (GAU) | 0.8 | $3.4M | 1.8M | 1.87 |
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| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.2 | $820k | 23k | 35.37 |
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| Magnachip Semiconductor Corp (MX) | 0.1 | $240k | +4% | 60k | 4.01 |
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| Baozun Sponsored Adr (BZUN) | 0.0 | $171k | 60k | 2.84 |
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| Canaan Sponsored Ads (CAN) | 0.0 | $23k | -93% | 74k | 0.31 |
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Past Filings by Polunin Capital Partners
SEC 13F filings are viewable for Polunin Capital Partners going back to 2017
- Polunin Capital Partners 2026 Q2 filed July 15, 2026
- Polunin Capital Partners 2026 Q1 filed April 15, 2026
- Polunin Capital Partners 2025 Q4 filed Jan. 20, 2026
- Polunin Capital Partners 2025 Q3 filed Oct. 7, 2025
- Polunin Capital Partners 2025 Q2 filed July 10, 2025
- Polunin Capital Partners 2025 Q1 filed April 9, 2025
- Polunin Capital Partners 2024 Q4 filed Jan. 28, 2025
- Polunin Capital Partners 2024 Q3 filed Oct. 24, 2024
- Polunin Capital Partners 2024 Q2 filed July 24, 2024
- Polunin Capital Partners 2024 Q1 filed April 26, 2024
- Polunin Capital Partners 2023 Q4 filed Jan. 25, 2024
- Polunin Capital Partners 2023 Q3 filed Oct. 26, 2023
- Polunin Capital Partners 2023 Q2 filed July 31, 2023
- Polunin Capital Partners 2023 Q1 restated filed May 15, 2023
- Polunin Capital Partners 2023 Q1 filed May 11, 2023
- Polunin Capital Partners 2022 Q4 filed Feb. 8, 2023