Polunin Capital Partners as of March 31, 2026
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 | 863k | 122.31 | |
| Pagseguro Digital Com Cl A (PAGS) | 13.8 | $53M | 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 | 1.7M | 20.87 | |
| Baidu Spon Adr Rep A (BIDU) | 8.3 | $32M | 288k | 111.28 | |
| Acm Resh Com Cl A (ACMR) | 8.3 | $32M | 763k | 41.67 | |
| Full Truck Alliance Sponsored Ads (YMM) | 6.8 | $26M | 3.2M | 8.28 | |
| Canadian Solar (CSIQ) | 6.6 | $26M | 2.0M | 12.80 | |
| 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 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $164k | 57k | 2.88 | |
| Baozun Sponsored Adr (BZUN) | 0.0 | $153k | 60k | 2.54 | |
| Douyu Intl Hldgs Sponsored Ads (DOYU) | 0.0 | $59k | 12k | 4.84 |
