Polunin Capital Partners Ltd
CIK: 1629869SEC EDGAR →
Portfolio Value
$385.4M
Holdings
16
As of
Q1 2026
New Positions
16
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | 862,604 | $105.5M | 27.38% |
| 2 | PAGSEGURO DIGITAL LTD | 5,004,811 | $53.2M | 13.80% |
| 3 | STONECO LTD | 3,354,763 | $47.9M | 12.42% |
| 4 | DAQO NEW ENERGY CORP | 1,742,664 | $36.4M | 9.44% |
| 5 | BAIDU INC | 288,440 | $32.1M | 8.33% |
| 6 | ACM RESH INC | 763,318 | $31.8M | 8.25% |
| 7 | FULL TRUCK ALLIANCE CO LTD | 3,152,833 | $26.1M | 6.77% |
| 8 | CANADIAN SOLAR INC | 2,001,869 | $25.6M | 6.65% |
| 9 | AUTOHOME INC | 1,142,966 | $20.0M | 5.18% |
| 10 | GALIANO GOLD INC | 1,847,117 | $4.7M | 1.21% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $196.0M | 50.9% |
| Consumer Cyclical | 2 | $105.7M | 27.4% |
| Unknown | 1 | $32.1M | 8.3% |
| Energy | 1 | $25.6M | 6.6% |
| Communication Services | 2 | $20.0M | 5.2% |
| Basic Materials | 1 | $4.7M | 1.2% |
| Financial Services | 2 | $1.3M | 0.3% |