Polunin Capital Partners Ltd WB WEIBO CORP

Ownership history in Polunin Capital Partners Ltd  ·  7 quarters on record

AI Ownership Summary

Polunin Capital Partners Ltd reported WEIBO CORP (WB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 5.54% in 2026 Q2. The latest visible filing shows WB at 5.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polunin Capital Partners Ltd's position in WEIBO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WB was reported at 5.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.54% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Polunin Capital Partners Ltd held WB — position size vs. price
% of Fund (quarterly)    WB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,926,338 +2,365,288 +421.6% 5.54% $23K 2026-07-15 $7.74
2025 Q2 UNCHANGED 561,050 0% 0.90% $5.5M 2025-07-10 $9.12
2025 Q1 REDUCED 561,050 -14,700 -2.6% 0.89% $4.4M 2025-04-09 $7.17
2024 Q4 ADDED 575,750 +73,412 +14.6% 1.38% $5.6M 2025-01-28 $8.39
2024 Q3 REDUCED 66.5% -5.3% 502,338 -995,835 -66.5% 1.07% $4.6M 2024-10-24 $7.56
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Polunin Capital Partners Ltd and WB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polunin Capital Partners Ltd reported owning WB?

Polunin Capital Partners Ltd reported WB across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported WB position in Polunin Capital Partners Ltd's portfolio?

The largest reported portfolio weight for WB was 5.54% in 2026 Q2.

What is the latest reported WB position on this page?

The most recent filing on this page is 2026 Q2, when Polunin Capital Partners Ltd reported 2,926,338 shares, equal to 5.54% of portfolio, with an estimated market value of $23K.

What does the chart on this WB ownership page compare?

The chart compares Polunin Capital Partners Ltd's quarterly WB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Polunin Capital Partners Ltd time their WB position?

Based on 13F filing dates vs. subsequent WB price moves, Polunin Capital Partners Ltd correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on WB relative to SPY over the holding period was -7.5%.

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