Institutional Fund
Polunin Capital Partners Ltd
London, United KingdomCIK 16298695 filings on record
Portfolio Value
$385.4K
Q1 2026
Holdings
16
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-40.6%
from $649.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alibaba Group Hldg Ltd27.4%
- Pagseguro Digital Ltd13.8%
- Stoneco Ltd12.4%
- Daqo New Energy Corp9.4%
- Baidu Inc8.3%
- Acm Resh Inc8.3%
- Other20.4%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alibaba Group Hldg Ltd | 862.6K | $105.5K | 27.4% | −521.1K | Reduced |
| 2 | Pagseguro Digital Ltd | 5.00M | $53.2K | 13.8% | +554.7K | Added |
| 3 | Stoneco Ltd | 3.35M | $47.9K | 12.4% | −2.0K | Reduced |
| 4 | Daqo New Energy Corp | 1.74M | $36.4K | 9.4% | +284.0K | Added |
| 5 | Baidu Inc | 288.4K | $32.1K | 8.3% | −125.1K | Reduced |
| 6 | Acm Resh Inc | 763.3K | $31.8K | 8.3% | +763.3K | New |
| 7 | Full Truck Alliance Co Ltd | 3.15M | $26.1K | 6.8% | +700 | Added |
| 8 | Canadian Solar Inc | 2.00M | $25.6K | 6.6% | −7.9K | Reduced |
| 9 | Autohome Inc | 1.14M | $20.0K | 5.2% | −900 | Reduced |
| 10 | Galiano Gold Inc | 1.85M | $4.7K | 1.2% | −13.1K | Reduced |
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