Polunin Capital Partners
$407M 13F equity value
22 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Polunin Capital Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACMR | ACM RESH INC | 748,498 | $77M | 18.9% |
| JD | JD.COM INC | 1,967,136 | $55M | 13.6% |
| PAGS | PAGSEGURO DIGITAL LTD | 4,918,011 | $45M | 11.2% |
| STNE | STONECO LTD | 3,508,909 | $39M | 9.7% |
| BIDU | BAIDU INC | 283,440 | $33M | 8.2% |
| CSIQ | CANADIAN SOLAR INC | 2,120,414 | $32M | 7.8% |
| YMM | FULL TRUCK ALLIANCE CO LTD | 3,098,533 | $27M | 6.5% |
| ATHM | AUTOHOME INC | 1,234,149 | $25M | 6.1% |
| WB | WEIBO CORP | 2,926,338 | $23M | 5.5% |
| DQ | DAQO NEW ENERGY CORP | 1,714,923 | $21M | 5.2% |
Track Polunin Capital Partners's 13F portfolio: $407M in reported holdings, 22 positions. Top holdings and quarterly changes on SentiSense.
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