2026 Q2 Portfolio Activity
In 2026 Q2, Polunin Capital Partners Ltd maintained a portfolio of 22 distinct positions. The most significant new addition was JD.COM INC, now representing 13.62% of the total fund value. They heavily accumulated shares in CANADIAN SOLAR INC, increasing the position by 5.9%. Conversely, Polunin Capital Partners Ltd completely exited their position in ALIBABA GROUP HLDG LTD.
Position History
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Total Positions
22
Quarter
2026 Q2
Top Holding
ACMR (18.9%)
Top 10 Concentration
92.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
Polunin Capital Partners Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACMR
ACM RESH INC
|
Technology | 18.92% | 8.25% |
#1
5
Prev: #6
|
6.5 |
—
|
-14,820 | -1.9% |
P
S
|
748,498 | $77,095 |
$39.35
+104.4%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-15 | ||
|
JD
JD.COM INC
|
Consumer Cyclical | 13.62% | — |
#2
Prev: #—
|
9.0 |
—
|
1,967,136 | — |
NEW
|
1,967,136 | $55,473 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
PAGS
PAGSEGURO DIGIT...
|
Technology | 11.17% | 13.80% |
#3
1
Prev: #2
|
5.5 |
—
|
-86,800 | -1.7% |
P
S
|
4,918,011 | $45,492 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
STNE
STONECO LTD
|
Technology | 9.65% | 12.42% |
#4
1
Prev: #3
|
4.9 |
—
|
154,146 | 4.6% |
P
S
|
3,508,909 | $39,335 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
BIDU
BAIDU INC
|
Communication Services | 8.18% | 8.33% |
#5
Prev: #5
|
4.3 |
—
|
-5,000 | -1.7% |
P
S
|
283,440 | $33,313 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
CSIQ
CANADIAN SOLAR ...
|
Technology | 7.82% | 6.65% |
#6
2
Prev: #8
|
5.1 |
—
|
118,545 | 5.9% |
P
S
|
2,120,414 | $31,849 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 6.52% | 6.77% |
#7
Prev: #7
|
3.1 |
—
|
-54,300 | -1.7% |
P
S
|
3,098,533 | $26,554 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
ATHM
AUTOHOME INC
|
Communication Services | 6.15% | 5.18% |
#8
1
Prev: #9
|
4.5 |
—
|
91,183 | 8.0% |
P
S
|
1,234,149 | $25,053 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
WB
WEIBO CORP
|
Communication Services | 5.54% | — |
#9
Prev: #—
|
5.7 |
—
|
2,926,338 | — |
NEW
|
2,926,338 | $22,591 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
DQ
DAQO NEW ENERGY...
|
Technology | 5.22% | 9.44% |
#10
6
Prev: #4
|
2.6 |
—
|
-27,741 | -1.6% |
P
S
|
1,714,923 | $21,265 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
HIMX
HIMAX TECHNOLOG...
|
Technology | 2.61% | — |
#11
Prev: #—
|
4.5 |
—
|
696,950 | — |
NEW
|
696,950 | $10,615 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
TUYA
TUYA INC
|
Technology | 1.34% | — |
#12
Prev: #—
|
4.0 |
—
|
2,958,145 | — |
NEW
|
2,958,145 | $5,443 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
MOMO
HELLO GROUP INC
|
Communication Services | 1.24% | — |
#13
Prev: #—
|
4.0 |
—
|
835,119 | — |
NEW
|
835,119 | $5,061 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
PPLT
ABRDN PLATINUM ...
|
ETF | 0.88% | — |
#14
Prev: #—
|
3.9 |
—
|
243,370 | — |
NEW
|
243,370 | $3,595 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
GAU
GALIANO GOLD IN...
|
Basic Materials | 0.84% | 1.21% |
#15
5
Prev: #10
|
0.8 |
—
|
-13,100 | -0.7% |
P
S
|
1,834,017 | $3,430 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
ASHR
DBX ETF TR
|
ETF | 0.20% | 0.19% |
#16
5
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
23,183 | $820 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
MX
MAGNACHIP SEMIC...
|
Technology | 0.06% | 0.04% |
#17
3
Prev: #14
|
0.5 |
—
|
2,800 | 4.9% |
P
S
|
59,811 | $240 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
BZUN
BAOZUN INC
|
Consumer Cyclical | 0.04% | 0.04% |
#18
3
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
60,222 | $171 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
CAN
CANAAN INC
|
Technology | 0.01% | 0.13% |
#19
6
Prev: #13
|
0.0 |
—
|
-1,120,174 | -93.8% |
P
S
|
74,382 | $23 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
DOYU
DOUYU INTL HLDG...
|
Communication Services | 0.00% | 0.02% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-12,198 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
KWEB
KRANESHARES TRU...
|
Bond/Debt | 0.00% | 0.14% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-19,226 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.00% | 27.38% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-862,604 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-15 |
Showing 1-22 of 22 holdings