Polunin Capital Partners
Latest statistics and disclosures from Polunin Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, PAGS, STNE, DQ, BIDU, and represent 71.37% of Polunin Capital Partners's stock portfolio.
- Added to shares of these 4 stocks: ACMR (+$32M), DQ (+$5.9M), PAGS (+$5.9M), YMM.
- Started 1 new stock position in ACMR.
- Reduced shares in these 10 stocks: BABA (-$64M), JD (-$56M), BVN (-$19M), BIDU (-$14M), JOYY (-$11M), HUYA (-$10M), CGAU (-$8.2M), , MOMO (-$6.0M), DOYU.
- Sold out of its positions in CGAU, BVN, MOMO, HIMX, HUYA, JOYY, JD, LU, HTT.
- Polunin Capital Partners was a net seller of stock by $-153M.
- Polunin Capital Partners has $385M in assets under management (AUM), dropping by -40.63%.
- Central Index Key (CIK): 0001629869
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Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 27.4 | $106M | -37% | 863k | 122.31 |
|
| Pagseguro Digital Com Cl A (PAGS) | 13.8 | $53M | +12% | 5.0M | 10.63 |
|
| Stoneco Com Cl A (STNE) | 12.4 | $48M | 3.4M | 14.27 |
|
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 9.4 | $36M | +19% | 1.7M | 20.87 |
|
| Baidu Spon Adr Rep A (BIDU) | 8.3 | $32M | -30% | 288k | 111.28 |
|
| Acm Resh Com Cl A (ACMR) | 8.3 | $32M | NEW | 763k | 41.67 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 6.8 | $26M | 3.2M | 8.28 |
|
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| Canadian Solar (CSIQ) | 6.6 | $26M | 2.0M | 12.80 |
|
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| Autohome Sp Ads Rp Cl A (ATHM) | 5.2 | $20M | 1.1M | 17.48 |
|
|
| Galiano Gold (GAU) | 1.2 | $4.7M | 1.8M | 2.52 |
|
|
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.2 | $749k | 23k | 32.31 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $541k | 19k | 28.14 |
|
|
| Canaan Sponsored Ads (CAN) | 0.1 | $495k | 1.2M | 0.41 |
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| Magnachip Semiconductor Corp (MX) | 0.0 | $164k | -82% | 57k | 2.88 |
|
| Baozun Sponsored Adr (BZUN) | 0.0 | $153k | 60k | 2.54 |
|
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| Douyu Intl Hldgs Sponsored Ads (DOYU) | 0.0 | $59k | -95% | 12k | 4.84 |
|
Past Filings by Polunin Capital Partners
SEC 13F filings are viewable for Polunin Capital Partners going back to 2017
- 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
- Polunin Capital Partners 2022 Q3 filed Nov. 4, 2022