Polunin Capital Partners Ltd
CIK 1629869 · Holdings on Mar 31, 2026 · First reported Apr 15, 2026
Top ten holdings
Q1 2026- BABA27.38%
- PAGS13.80%
- STNE12.42%
- DQ9.44%
- BIDU8.33%
- ACMR8.25%
- YMM6.77%
- CSIQ6.65%
- ATHM5.18%
- GAU1.21%
Share classes counted separately99.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BABAWeight decreased · -7.88 pp35.26% → 27.38%Shares -521.12K (-37.66%)
- PAGSWeight increased · +6.89 pp6.91% → 13.80%Shares +554.65K (+12.46%)
- STNEWeight increased · +4.93 pp7.49% → 12.42%Shares -2.00K (-0.06%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $105.50M | 27.38% | 862.60K shares | 35.26% → 27.38%-7.88 pp -521.12K (-37.66%) | Reduced | ↗▾ |
| 02 | PAGSPAGSEGURO DIGITAL LTD-CL ACOM CL A View history and evidence | $53.20M | 13.80% | 5.00M shares | 6.91% → 13.80%+6.89 pp +554.65K (+12.46%) | Added | ↗▾ |
| 03 | STNESTONECO LTD-ACOM CL A View history and evidence | $47.87M | 12.42% | 3.35M shares | 7.49% → 12.42%+4.93 pp -2.00K (-0.06%) | Reduced | ↗▾ |
| 04 | DQDAQO NEW ENERGY CORP-ADRSPNSRD ADS NEW View history and evidence | $36.37M | 9.44% | 1.74M shares | 5.66% → 9.44%+3.78 pp +283.96K (+19.47%) | Added | ↗▾ |
| 05 | BIDUBAIDU INC - SPON ADRSPON ADR REP A View history and evidence | $32.10M | 8.33% | 288.44K shares | 9.53% → 8.33%-1.20 pp -125.06K (-30.24%) | Reduced | ↗▾ |
| 06 | ACMRACM RESEARCH INC-CLASS ACOM CL A View history and evidence | $31.81M | 8.25% | 763.32K shares | Prior unavailable +763.32K | New | ↗▾ |
| 07 | YMMFULL TRUCK ALLIANCE -SPN ADRSPONSORED ADS View history and evidence | $26.11M | 6.77% | 3.15M shares | 4.79% → 6.77%+1.98 pp +700 (+0.02%) | Added | ↗▾ |
| 08 | CSIQCANADIAN SOLAR INC View history and evidence | $25.62M | 6.65% | 2.00M shares | 6.73% → 6.65%-0.08 pp -7.90K (-0.39%) | Reduced | ↗▾ |
| 09 | ATHMAUTOHOME INC-ADRSP ADS RP CL A View history and evidence | $19.98M | 5.18% | 1.14M shares | 4.07% → 5.18%+1.11 pp -900 (-0.08%) | Reduced | ↗▾ |
| 10 | GAUGALIANO GOLD INC View history and evidence | $4.66M | 1.21% | 1.85M shares | 0.80% → 1.21%+0.41 pp -13.10K (-0.70%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JD JD.COM INC-ADR | Non-derivative | -1,947,668 | -$56.29M | SEC filing ↗ | SEC filing ↗ |
| BVN CIA DE MINAS BUENAVENTUR-ADR | Non-derivative | -540,381 | -$18.74M | SEC filing ↗ | SEC filing ↗ |
| JOYY JOYY INC-ADR | Non-derivative | -151,493 | -$10.53M | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1629869 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 385376
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