Polunin Capital Partners Ltd — 13F Holdings & Portfolio
CIK 1629869 · latest 13F-HR filed 2026-07-15
Polunin Capital Partners Ltd manages $407.4K in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ACMR (18.92%), JD (13.62%), PAGS (11.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 3, added to 6, and trimmed 5.
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.
LONDON, X0 SW3 4RB
$407.4K
Long-equity book
19
Distinct positions
2026-06-30
Filed 2026-07-15
+6 / −3 / ↑6 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ACM RESH INC$45.3K +142.4%
- CANADIAN SOLAR INC$6.2K +24.3%
- AUTOHOME INC$5.1K +25.4%
- MAGNACHIP SEMICONDUCTOR CORP$76 +46.3%
- DBX ETF TR$71 +9.5%
Top Trims
- DAQO NEW ENERGY CORP-$15.1K -41.5%
- STONECO LTD-$8.5K -17.8%
- PAGSEGURO DIGITAL LTD-$7.7K -14.5%
- GALIANO GOLD INC-$1.2K -26.3%
- CANAAN INC-$472 -95.4%
New Positions
- JD.COM INC$55.5K
- WEIBO CORP$22.6K
- HIMAX TECHNOLOGIES INC$10.6K
- TUYA INC$5.4K
- HELLO GROUP INC$5.1K
Exited Positions
- ALIBABA GROUP HLDG LTD$105.5K
- KRANESHARES TRUST$541
- DOUYU INTL HLDGS LTD$59
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 | ACM RESH INC | ACMR | 00108J109 | $77.1K | 18.92% | 748,498 | SH |
| 2 | JD.COM INC | JD | 47215P106 | $55.5K | 13.62% | 1,967,136 | SH |
| 3 | PAGSEGURO DIGITAL LTD | PAGS | G68707101 | $45.5K | 11.17% | 4,918,011 | SH |
| 4 | STONECO LTD | STNE | G85158106 | $39.3K | 9.65% | 3,508,909 | SH |
| 5 | BAIDU INC | BIDU | 056752108 | $33.3K | 8.18% | 283,440 | SH |
| 6 | CANADIAN SOLAR INC | CSIQ | 136635109 | $31.8K | 7.82% | 2,120,414 | SH |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $26.6K | 6.52% | 3,098,533 | SH |
| 8 | AUTOHOME INC | ATHM | 05278C107 | $25.1K | 6.15% | 1,234,149 | SH |
| 9 | WEIBO CORP | WB | 948596101 | $22.6K | 5.54% | 2,926,338 | SH |
| 10 | DAQO NEW ENERGY CORP | DQ | 23703Q203 | $21.3K | 5.22% | 1,714,923 | SH |
| 11 | HIMAX TECHNOLOGIES INC | HIMX | 43289P106 | $10.6K | 2.61% | 696,950 | SH |
| 12 | TUYA INC | TUYA | 90114C107 | $5.4K | 1.34% | 2,958,145 | SH |
| 13 | HELLO GROUP INC | MOMO | 423403104 | $5.1K | 1.24% | 835,119 | SH |
| 14 | ABRDN PLATINUM ETF TRUST | PPLT | 003260106 | $3.6K | 0.88% | 243,370 | SH |
| 15 | GALIANO GOLD INC | GAU | 36352H100 | $3.4K | 0.84% | 1,834,017 | SH |
| 16 | DBX ETF TR | ASHR | 233051879 | $820 | 0.20% | 23,183 | SH |
| 17 | MAGNACHIP SEMICONDUCTOR CORP | MX | 55933J203 | $240 | 0.06% | 59,811 | SH |
| 18 | BAOZUN INC | BZUN | 06684L103 | $171 | 0.04% | 60,222 | SH |
| 19 | CANAAN INC | CAN | 134748102 | $23 | 0.01% | 74,382 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | $407.4K | 19 | 0001629869-26-000004 |
| 2026-03-31 | 2026-04-15 | $385.4K | 16 | 0001629869-26-000003 |
| 2025-12-31 | 2026-01-20 | $649.1K | 24 | 0001629869-26-000001 |