Polunin Capital Partners as of June 30, 2026
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 | |
| Jd.com Spon Ads Cl A (JD) | 13.6 | $56M | 2.0M | 28.20 | |
| Pagseguro Digital Com Cl A (PAGS) | 11.2 | $46M | 4.9M | 9.25 | |
| Stoneco Com Cl A (STNE) | 9.7 | $39M | 3.5M | 11.21 | |
| Baidu Spon Adr Rep A (BIDU) | 8.2 | $33M | 283k | 117.53 | |
| Canadian Solar (CSIQ) | 7.8 | $32M | 2.1M | 15.02 | |
| Full Truck Alliance Sponsored Ads (YMM) | 6.5 | $27M | 3.1M | 8.57 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 6.1 | $25M | 1.2M | 20.30 | |
| Weibo Corp Sponsored Adr (WB) | 5.5 | $23M | 2.9M | 7.72 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 5.2 | $21M | 1.7M | 12.40 | |
| Himax Technologies Sponsored Adr (HIMX) | 2.6 | $11M | 697k | 15.23 | |
| Tuya Sponsered Ads (TUYA) | 1.3 | $5.4M | 3.0M | 1.84 | |
| Hello Group Ads (MOMO) | 1.2 | $5.1M | 835k | 6.06 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.9 | $3.6M | 243k | 14.77 | |
| Galiano Gold (GAU) | 0.8 | $3.4M | 1.8M | 1.87 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.2 | $820k | 23k | 35.37 | |
| Magnachip Semiconductor Corp (MX) | 0.1 | $240k | 60k | 4.01 | |
| Baozun Sponsored Adr (BZUN) | 0.0 | $171k | 60k | 2.84 | |
| Canaan Sponsored Ads (CAN) | 0.0 | $23k | 74k | 0.31 |
