Polunin Capital Partners Ltd — 13F Holdings & Portfolio
CIK 1629869 · latest 13F-HR filed 2026-04-15
Polunin Capital Partners Ltd manages $385.4K in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BABA (27.38%), PAGS (13.80%), STNE (12.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 9, added to 1, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$385.4K
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-04-15
+1 / −9 / ↑1 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ALIBABA GROUP HLDG LTD-$123.4K -53.9%
- BAIDU INC-$29.7K -48.1%
- CANADIAN SOLAR INC-$18.1K -41.4%
- AUTOHOME INC-$6.4K -24.4%
- FULL TRUCK ALLIANCE CO LTD-$5.0K -16.0%
Exited Positions
- JD.COM INC$56.3K
- COMPANIA DE MINAS BUENAVENTU$18.7K
- JOYY INC$10.5K
- HUYA INC$10.1K
- CENTERRA GOLD INC$8.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $105.5K | 27.38% | 862,604 | SH |
| 2 | PAGSEGURO DIGITAL LTD | PAGS | G68707101 | $53.2K | 13.80% | 5,004,811 | SH |
| 3 | STONECO LTD | STNE | G85158106 | $47.9K | 12.42% | 3,354,763 | SH |
| 4 | DAQO NEW ENERGY CORP | DQ | 23703Q203 | $36.4K | 9.44% | 1,742,664 | SH |
| 5 | BAIDU INC | BIDU | 056752108 | $32.1K | 8.33% | 288,440 | SH |
| 6 | ACM RESH INC | ACMR | 00108J109 | $31.8K | 8.25% | 763,318 | SH |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $26.1K | 6.77% | 3,152,833 | SH |
| 8 | CANADIAN SOLAR INC | CSIQ | 136635109 | $25.6K | 6.65% | 2,001,869 | SH |
| 9 | AUTOHOME INC | ATHM | 05278C107 | $20.0K | 5.18% | 1,142,966 | SH |
| 10 | GALIANO GOLD INC | GAU | 36352H100 | $4.7K | 1.21% | 1,847,117 | SH |
| 11 | DBX ETF TR | ASHR | 233051879 | $749 | 0.19% | 23,183 | SH |
| 12 | KRANESHARES TRUST | KWEB | 500767306 | $541 | 0.14% | 19,226 | SH |
| 13 | CANAAN INC | CAN | 134748102 | $495 | 0.13% | 1,194,556 | SH |
| 14 | MAGNACHIP SEMICONDUCTOR CORP | MX | 55933J203 | $164 | 0.04% | 57,011 | SH |
| 15 | BAOZUN INC | BZUN | 06684L103 | $153 | 0.04% | 60,222 | SH |
| 16 | DOUYU INTL HLDGS LTD | DOYU | 25985W204 | $59 | 0.02% | 12,198 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $385.4K | 16 | 0001629869-26-000003 |
| 2025-12-31 | 2026-01-20 | $649.1K | 24 | 0001629869-26-000001 |