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CIK: 0001629869
Total reported value
$496.8M
$496.8M
19 檔
50.5%
During the Q2 2026 filing period, Polunin Capital Partners Ltd (CIK: 0001629869) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $496.8M across 19 reported positions.
Polunin Capital Partners Ltd executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 3 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACMR | Acm Research Inc-class A | Stock-Other | 18.92% | -8.50% | -1.94% | |
| 2 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 13.62% | -3.20% | — | |
| 3 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 11.17% | +2.02% | -1.73% | |
| 4 | STNE | StoneCo Ltd. | Stock-Other | 9.65% | +3.66% | +4.59% | |
| 5 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 8.18% | -3.49% | -1.73% | |
| 6 | CSIQ | Canadian Solar Inc | Stock-Other | 7.82% | -3.20% | +5.92% | |
| 7 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 6.52% | -1.43% | -1.72% | |
| 8 | ATHM | Autohome Inc-adr | Stock-Other | 6.15% | -1.17% | +7.98% | |
| 9 | WB | Weibo Corp-spon Adr | Stock-Other | 5.54% | -1.82% | — | |
| 10 | DQ | Daqo New Energy Corp-adr | Stock-Other | 5.22% | -1.58% | -1.59% | |
| 11 | HIMX | Himax Technologies Inc-adr | Stock-Other | 2.61% | -0.75% | — | |
| 12 | TUYA | Tuya Inc | Stock-Other | 1.34% | -0.33% | — | |
| 13 | MOMO | Hello Group Inc -spn Adr | Stock-Other | 1.24% | -0.45% | — | |
| 14 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.88% | -0.15% | — | |
| 15 | GAU | Galiano Gold Inc | Stock-Other | 0.84% | -0.06% | -0.71% | |
| 16 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.20% | -0.05% | — | |
| 17 | MX | Magnachip Semiconductor CORP | Stock-Other | 0.06% | -0.02% | +4.91% | |
| 18 | BZUN | Baozun Inc-spn Adr | Stock-Other | 0.04% | +0.06% | — | |
| 19 | CAN | Canaan Inc | Stock-Other | 0.01% | -0.01% | -93.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JD | Jd.com Inc-adr | +13.6% | NEW | New buy |
| 2 | ACMR | Acm Research Inc-class A | +10.7% | -1.94% | Trim |
| 3 | WB | Weibo Corp-spon Adr | +5.5% | NEW | New buy |
| 4 | HIMX | Himax Technologies Inc-adr | +2.6% | NEW | New buy |
| 5 | TUYA | Tuya Inc | +1.3% | NEW | New buy |
| 6 | MOMO | Hello Group Inc -spn Adr | +1.2% | NEW | New buy |
| 7 | CSIQ | Canadian Solar Inc | +1.2% | +5.92% | Add |
| 8 | ATHM | Autohome Inc-adr | +1% | +7.98% | Add |
| 9 | PPLT | Abrdn Physical Platinum Shrs | +0.9% | NEW | New buy |
| 10 | MX | Magnachip Semiconductor CORP | 0% | +4.91% | Add |
| 11 | ASHR | Xtrackers Harvest Csi 300 Ch | 0% | — | Unchanged |
| 12 | BZUN | Baozun Inc-spn Adr | — | — | Unchanged |
| 13 | DOYU | Douyu International Hold-adr | 0% | EXIT | Sold out |
| 14 | CAN | Canaan Inc | -0.1% | -93.77% | Trim |
| 15 | KWEB | Kranesh Csi China Internet | -0.1% | EXIT | Sold out |
| 16 | BIDU | Baidu Inc - Spon Adr | -0.2% | -1.73% | Trim |
| 17 | YMM | Full Truck Alliance -spn Adr | -0.3% | -1.72% | Trim |
| 18 | GAU | Galiano Gold Inc | -0.4% | -0.71% | Trim |
| 19 | PAGS | PagSeguro Digital Ltd. | -2.6% | -1.73% | Trim |
| 20 | STNE | StoneCo Ltd. | -2.8% | +4.59% | Add |
| 21 | DQ | Daqo New Energy Corp-adr | -4.2% | -1.59% | Trim |
| 22 | BABA | Alibaba Group Holding-sp Adr | -27.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Polunin Capital Partners Ltd reported a total U.S. public equity portfolio value of $496.8M across 19 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including ACMR, JD, PAGS) accounted for 50.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
JD
市值: $55.5M
Top Position Liquidated / Trimmed
BABA
前期市值: $105.5M
During Q2 2026, Polunin Capital Partners Ltd's top holdings by market value included ACMR (18.9%)、JD (13.6%)、PAGS (11.2%). The largest single position, ACMR, represented 18.9% of total portfolio value.
In Q2 2026, Polunin Capital Partners Ltd made 20 total portfolio adjustments, initiating 6 new buys, adding to 4 positions, trimming 7 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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