Polunin Capital Partners LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Polunin Capital Partners LTD disclosed 19 US equity positions worth $407.4m in its Q2 2026 13F filing. The largest position was ACMR at 18.9% of the reported book, followed by JD and PAGS. Against the Q1 2026 filing, it opened 6 new positions, added to 4 and reduced 7 among the top 19 holdings.
What did Polunin Capital Partners LTD own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ACMR ACM RESH INC | Technology | 18.9% | $77.1m | 748,498 | -2% | reduced |
| 2 | JD JD.COM INC | Consumer Cyclical | 13.6% | $55.5m | 1,967,136 | – | new |
| 3 | PAGS PAGSEGURO DIGITAL LTD | Technology | 11.2% | $45.5m | 4,918,011 | -2% | reduced |
| 4 | STNE STONECO LTD | Technology | 9.7% | $39.3m | 3,508,909 | 5% | added |
| 5 | BIDU BAIDU INC | Communication Services | 8.2% | $33.3m | 283,440 | -2% | reduced |
| 6 | CSIQ CANADIAN SOLAR INC | Technology | 7.8% | $31.8m | 2,120,414 | 6% | added |
| 7 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 6.5% | $26.6m | 3,098,533 | -2% | reduced |
| 8 | ATHM AUTOHOME INC | Communication Services | 6.1% | $25.1m | 1,234,149 | 8% | added |
| 9 | WB WEIBO CORP | Communication Services | 5.5% | $22.6m | 2,926,338 | – | new |
| 10 | DQ DAQO NEW ENERGY CORP | Technology | 5.2% | $21.3m | 1,714,923 | -2% | reduced |
| 11 | HIMX HIMAX TECHNOLOGIES INC | Technology | 2.6% | $10.6m | 696,950 | – | new |
| 12 | TUYA TUYA INC | 1.3% | $5.4m | 2,958,145 | – | new | |
| 13 | MOMO HELLO GROUP INC | Communication Services | 1.2% | $5.1m | 835,119 | – | new |
| 14 | PPLT ABRDN PLATINUM ETF TRUST | 0.9% | $3.6m | 243,370 | – | new | |
| 15 | GAU GALIANO GOLD INC | Basic Materials | 0.8% | $3.4m | 1,834,017 | -1% | reduced |
| 16 | ASHR DBX ETF TR | 0.2% | $820.0k | 23,183 | 0% | held | |
| 17 | MX MAGNACHIP SEMICONDUCTOR CORP | Technology | 0.1% | $240.0k | 59,811 | 5% | added |
| 18 | BZUN BAOZUN INC | Consumer Cyclical | 0.0% | $171.0k | 60,222 | 0% | held |
| 19 | CAN CANAAN INC | Technology | 0.0% | $23.0k | 74,382 | -94% | reduced |
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.