Polunin Capital Partners LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Polunin Capital Partners LTD disclosed 16 US equity positions worth $385.4m in its Q1 2026 13F filing. The largest position was BABA at 27.4% of the reported book, followed by PAGS and STNE.
What did Polunin Capital Partners LTD own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 27.4% | $105.5m | 862,604 | – | |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 13.8% | $53.2m | 5,004,811 | – | |
| 3 | STNE STONECO LTD | Technology | 12.4% | $47.9m | 3,354,763 | – | |
| 4 | DQ DAQO NEW ENERGY CORP | Technology | 9.4% | $36.4m | 1,742,664 | – | |
| 5 | BIDU BAIDU INC | Communication Services | 8.3% | $32.1m | 288,440 | – | |
| 6 | ACMR ACM RESH INC | Technology | 8.3% | $31.8m | 763,318 | – | |
| 7 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 6.8% | $26.1m | 3,152,833 | – | |
| 8 | CSIQ CANADIAN SOLAR INC | Technology | 6.6% | $25.6m | 2,001,869 | – | |
| 9 | ATHM AUTOHOME INC | Communication Services | 5.2% | $20.0m | 1,142,966 | – | |
| 10 | GAU GALIANO GOLD INC | Basic Materials | 1.2% | $4.7m | 1,847,117 | – | |
| 11 | ASHR DBX ETF TR | 0.2% | $749.0k | 23,183 | – | ||
| 12 | KWEB KRANESHARES TRUST | 0.1% | $541.0k | 19,226 | – | ||
| 13 | CAN CANAAN INC | Technology | 0.1% | $495.0k | 1,194,556 | – | |
| 14 | MX MAGNACHIP SEMICONDUCTOR CORP | Technology | 0.0% | $164.0k | 57,011 | – | |
| 15 | BZUN BAOZUN INC | Consumer Cyclical | 0.0% | $153.0k | 60,222 | – | |
| 16 | DOYU DOUYU INTL HLDGS LTD | 0.0% | $59.0k | 12,198 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.