Polunin Capital Partners
$385M 13F equity value
25 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 862,604 | $106M | 27.4% |
| PAGS | PAGSEGURO DIGITAL LTD | 5,004,811 | $53M | 13.8% |
| STNE | STONECO LTD | 3,354,763 | $48M | 12.4% |
| DQ | DAQO NEW ENERGY CORP | 1,742,664 | $36M | 9.4% |
| BIDU | BAIDU INC | 288,440 | $32M | 8.3% |
| ACMR | ACM RESH INC | 763,318 | $32M | 8.3% |
| YMM | FULL TRUCK ALLIANCE CO LTD | 3,152,833 | $26M | 6.8% |
| CSIQ | CANADIAN SOLAR INC | 2,001,869 | $26M | 6.6% |
| ATHM | AUTOHOME INC | 1,142,966 | $20M | 5.2% |
| GAU | GALIANO GOLD INC | 1,847,117 | $5M | 1.2% |
Track Polunin Capital Partners's 13F portfolio: $385M in reported holdings, 25 positions. Top holdings and quarterly changes on SentiSense.
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