Polunin Capital Partners Ltd
CIK: 1629869SEC EDGAR →
Portfolio Value
$496.8M
Holdings
24
As of
Q3 2026
New Positions
24
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STONECO LTD | 5,699,028 | $66.1M | 13.31% |
| 2 | PAGSEGURO DIGITAL LTD | 6,134,563 | $65.5M | 13.19% |
| 3 | ACM RESH INC | 731,398 | $51.8M | 10.42% |
| 4 | JD.COM INC | 1,923,936 | $51.8M | 10.42% |
| 5 | EPAM SYS INC | 417,874 | $47.6M | 9.58% |
| 6 | B2GOLD CORP | 7,207,801 | $36.9M | 7.43% |
| 7 | FULL TRUCK ALLIANCE CO LTD | 3,035,033 | $25.3M | 5.09% |
| 8 | AUTOHOME INC | 1,214,549 | $24.7M | 4.98% |
| 9 | BAIDU INC | 277,640 | $23.3M | 4.69% |
| 10 | CANADIAN SOLAR INC | 2,085,914 | $23.0M | 4.62% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $280.8M | 56.5% |
| Industrials | 1 | $65.5M | 13.2% |
| Consumer Cyclical | 2 | $52.3M | 10.5% |
| Communication Services | 3 | $47.1M | 9.5% |
| Unknown | 1 | $23.3M | 4.7% |
| Energy | 1 | $23.0M | 4.6% |
| Basic Materials | 1 | $3.9M | 0.8% |
| Financial Services | 2 | $966K | 0.2% |