Polunin Capital Partners Ltd
CIK 1629869
13F filing for Q2 2026・No. 4,435
- Holdings
- US$407.42M
- Quarter change
- +US$22.04M
- Entries
- 19
- Net bought (estimate)
- −US$2.05M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 3
- Cut 7
- Added 4
- Corporate actions 0
- Unchanged 2
Largest holdings
19 stocks worth US$407.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ACMRACM RESH INCCOM CL A | Cut | 748,498 | US$77.1M | 18.92% |
| JDJD.COM INCSPON ADS CL A | New | 1,967,136 | US$55.47M | 13.62% |
| PAGSPAGSEGURO DIGITAL LTDCOM CL A | Cut | 4,918,011 | US$45.49M | 11.17% |
| STNESTONECO LTDCOM CL A | Added | 3,508,909 | US$39.34M | 9.65% |
| BIDUBAIDU INCSPON ADR REP A | Cut | 283,440 | US$33.31M | 8.18% |
| CANADIAN SOLAR INCCOM | Added | 2,120,414 | US$31.85M | 7.82% |
| YMMFULL TRUCK ALLIANCE CO LTDSPONSORED ADS | Cut | 3,098,533 | US$26.55M | 6.52% |
| ATHMAUTOHOME INCSP ADS RP CL A | Added | 1,234,149 | US$25.05M | 6.15% |
| WBWEIBO CORPSPONSORED ADR | New | 2,926,338 | US$22.59M | 5.54% |
| DAQO NEW ENERGY CORPSPNSRD ADS NEW | Cut | 1,714,923 | US$21.27M | 5.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.