Polunin Capital Partners Ltd
- SEC CIK
- 0001629869
- Latest filing
- Jul 15, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 15, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 19
- +3 vs. Q1 2026
- Portfolio value
- $407.4M
- +$22.0M (+5.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACMRACM Research, Inc. | Stock | 748,498 | $77.1M | 18.9% | −14,820−1.9% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,967,136 | $55.5M | 13.6% | +1,967,136 | New | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 4,918,011 | $45.5M | 11.2% | −86,800−1.7% | Reduced | History |
| STNEStoneCo Ltd. | COM | 3,508,909 | $39.3M | 9.7% | +154,146+4.6% | Added | History |
| BIDUBaidu, Inc. | ADR | 283,440 | $33.3M | 8.2% | −5,000−1.7% | Reduced | History |
| CSIQCanadian Solar Inc. | COM | 2,120,414 | $31.8M | 7.8% | +118,545+5.9% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 3,098,533 | $26.6M | 6.5% | −54,300−1.7% | Reduced | History |
| ATHMAutohome Inc. | SP ADS RP CL A | 1,234,149 | $25.1M | 6.1% | +91,183+8.0% | Added | History |
| WBWEIBO Corp | SPONSORED ADR | 2,926,338 | $22.6M | 5.5% | +2,926,338 | New | History |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 1,714,923 | $21.3M | 5.2% | −27,741−1.6% | Reduced | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 696,950 | $10.6M | 2.6% | +696,950 | New | History |
| TUYATuya Inc. | SPONSERED ADS | 2,958,145 | $5.44M | 1.3% | +2,958,145 | New | History |
| MOMOHello Group Inc. | ADS | 835,119 | $5.06M | 1.2% | +835,119 | New | History |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 243,370 | $3.60M | 0.9% | +243,370 | New | History |
| GAUGaliano Gold Inc. | COM | 1,834,017 | $3.43M | 0.8% | −13,100−0.7% | Reduced | History |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 23,183 | $820.0K | 0.2% | 00.0% | Unchanged | – |
| MXMagnachip Semiconductor Corp | COM | 59,811 | $240.0K | 0.1% | +2,800+4.9% | Added | History |
| BZUNBaozun Inc. | SPONSORED ADR | 60,222 | $171.0K | <0.1% | 00.0% | Unchanged | History |
| CANCanaan Inc. | SPONSORED ADS | 74,382 | $23.0K | <0.1% | −1,120,174−93.8% | Reduced | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 862,604 | $105.5M | 27.4% | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 19,226 | $541.0K | 0.1% | – |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 12,198 | $59.0K | <0.1% | History |