Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Polunin Capital Partners Ltd (CIK 1629869) reported $385.4M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BABA ($105.5M, 27.38%), PAGS ($53.2M, 13.80%), STNE ($47.9M, 12.42%), DQ ($36.4M, 9.44%), BIDU ($32.1M, 8.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $105.5M | 27.38% | 862,604 | Trimmed |
| 2 | PAGS | PAGSEGURO DIGITAL LTD | $53.2M | 13.80% | 5.0M | Added |
| 3 | STNE | STONECO LTD | $47.9M | 12.42% | 3.4M | Trimmed |
| 4 | DQ | DAQO NEW ENERGY CORP | $36.4M | 9.44% | 1.7M | Added |
| 5 | BIDU | BAIDU INC | $32.1M | 8.33% | 288,440 | Trimmed |
| 6 | ACMR | ACM RESH INC | $31.8M | 8.25% | 763,318 | New |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | $26.1M | 6.77% | 3.2M | Added |
| 8 | CSIQ | CANADIAN SOLAR INC | $25.6M | 6.65% | 2.0M | Trimmed |
| 9 | ATHM | AUTOHOME INC | $20.0M | 5.18% | 1.1M | Trimmed |
| 10 | GAU | GALIANO GOLD INC | $4.7M | 1.21% | 1.8M | Trimmed |
| 11 | ASHR | DBX ETF TR | $749,000 | 0.19% | 23,183 | Hold |
| 12 | KWEB | KRANESHARES TRUST | $541,000 | 0.14% | 19,226 | Hold |
| 13 | CAN | CANAAN INC | $495,000 | 0.13% | 1.2M | Hold |
| 14 | BZUN | BAOZUN INC | $153,000 | 0.04% | 60,222 | Hold |
| 15 | MX | MAGNACHIP SEMICONDUCTOR CORP | $164,000 | 0.04% | 57,011 | Trimmed |
| 16 | DOYU | DOUYU INTL HLDGS LTD | $59,000 | 0.02% | 12,198 | Trimmed |
| 17 | HIMX | HIMAX TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 18 | BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | Exited |
| 19 | MOMO | HELLO GROUP INC | $0 | 0.00% | 0 | Exited |
| 20 | CGAU | CENTERRA GOLD INC | $0 | 0.00% | 0 | Exited |
| 21 | HUYA | HUYA INC | $0 | 0.00% | 0 | Exited |
| 22 | JOYY | JOYY INC | $0 | 0.00% | 0 | Exited |
| 23 | JD | JD.COM INC | $0 | 0.00% | 0 | Exited |
| 24 | LU | LUFAX HOLDING LTD | $0 | 0.00% | 0 | Exited |
| 25 | QD | HIGH TEMPLAR TECHNOLOGY LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31