Polunin Capital Partners Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$385K
Q ending 2026-03-31
Prior quarter
$649K
Q ending 2025-12-31
Change
-40.6% QoQ · -22.1% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alibaba Group Hldg Ltd | BABA | Shares | $106K | 863K |
| Pagseguro Digital Ltd | Shares | $53K | 5.0M | |
| Stoneco Ltd | Shares | $48K | 3.4M | |
| Daqo New Energy Corp | DQ | Shares | $36K | 1.7M |
| Baidu Inc | BIDU | Shares | $32K | 288K |
| Acm Resh Inc | ACMR | Shares | $32K | 763K |
| Full Truck Alliance Co Ltd | YMM | Shares | $26K | 3.2M |
| Canadian Solar Inc | CSIQ | Shares | $26K | 2.0M |
| Autohome Inc | ATHM | Shares | $20K | 1.1M |
| Galiano Gold Inc | GAU | Shares | $5K | 1.8M |
| Dbx Etf Tr | ASHR | Shares | $749 | 23K |
| Kraneshares Trust | KWEB | Shares | $541 | 19K |
| Canaan Inc | CAN | Shares | $495 | 1.2M |
| Magnachip Semiconductor Corp | MX | Shares | $164 | 57K |
| Baozun Inc | BZUN | Shares | $153 | 60K |
| Douyu Intl Hldgs Ltd | DOYU | Shares | $59 | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.