Polunin Capital Partners
$497M 13F equity value
24 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Polunin Capital Partners covers the quarter ended September 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 |
|---|---|---|---|---|
| STNE | STONECO LTD | 5,699,028 | $66M | 13.3% |
| PAGS | PAGSEGURO DIGITAL LTD | 6,134,563 | $66M | 13.2% |
| ACMR | ACM RESH INC | 731,398 | $52M | 10.4% |
| JD | JD.COM INC | 1,923,936 | $52M | 10.4% |
| EPAM | EPAM SYS INC | 417,874 | $48M | 9.6% |
| BTG | B2GOLD CORP | 7,207,801 | $37M | 7.4% |
| YMM | FULL TRUCK ALLIANCE CO LTD | 3,035,033 | $25M | 5.1% |
| ATHM | AUTOHOME INC | 1,214,549 | $25M | 5.0% |
| BIDU | BAIDU INC | 277,640 | $23M | 4.7% |
| CSIQ | CANADIAN SOLAR INC | 2,085,914 | $23M | 4.6% |
Track Polunin Capital Partners's 13F portfolio: $497M in reported holdings, 24 positions. Top holdings and quarterly changes on SentiSense.
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