Funds › Polunin Capital Partners Ltd
Polunin Capital Partners Ltd
13F for Q3 2026, filed Oct 20, 2026. 24 positions worth $496.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Polunin Capital Partners Ltd in the latest 13F quarter?
Using 13F.ai, how has Polunin Capital Partners Ltd's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Polunin Capital Partners Ltd's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | STNE StoneCo Ltd. | 5.70M | $66.1M | 13.3% | +62.4% | 13F ↗ |
| 2 | PAGS PagSeguro Digital Ltd. | 6.13M | $65.5M | 13.2% | +24.7% | 13F ↗ |
| 3 | ACMR ACM Research, Inc. | 731,398 | $51.8M | 10.4% | -2.3% | 13F ↗ |
| 4 | JD JD.com, Inc. | 1.92M | $51.8M | 10.4% | -2.2% | 13F ↗ |
| 5 | EPAM EPAM Systems, Inc. | 417,874 | $47.6M | 9.6% | New | 13F ↗ |
| 6 | BTG B2Gold Corp | 7.21M | $36.9M | 7.4% | New | 13F ↗ |
| 7 | YMM Full Truck Alliance Co. Ltd. · ADR | 3.04M | $25.3M | 5.1% | -2.0% | 13F ↗ |
| 8 | ATHM Autohome Inc. | 1.21M | $24.7M | 5.0% | -1.6% | 13F ↗ |
| 9 | BIDU Baidu, Inc. · ADR | 277,640 | $23.3M | 4.7% | -2.0% | 13F ↗ |
| 10 | CSIQ Canadian Solar Inc. | 2.09M | $23.0M | 4.6% | -1.6% | 13F ↗ |
| 11 | WB Weibo Corporation · ADR | 2.87M | $18.5M | 3.7% | -1.9% | 13F ↗ |
| 12 | DQ DAQO New Energy Corp. | 1.69M | $18.1M | 3.6% | -1.7% | 13F ↗ |
| 13 | HIMX Himax Technologies, Inc. · ADR | 696,950 | $9.2M | 1.9% | Unchanged | 13F ↗ |
| 14 | DXC DXC Technology Company | 688,329 | $8.5M | 1.7% | New | 13F ↗ |
| 15 | GLOB Globant S.A. | 227,446 | $8.4M | 1.7% | New | 13F ↗ |
| 16 | TUYA Tuya Inc. | 2.96M | $5.0M | 1.0% | Unchanged | 13F ↗ |
| 17 | MOMO Hello Group Inc. · ADR | 835,119 | $3.9M | 0.8% | Unchanged | 13F ↗ |
| 18 | GAU Galiano Gold Inc. | 1.83M | $3.9M | 0.8% | Unchanged | 13F ↗ |
| 19 | PPLT abrdn Physical Platinum Shares ETF · Physcl Platm Shs | 243,370 | $3.6M | 0.7% | Unchanged | 13F ↗ |
| 20 | Dbx ETF Tr Xtrack Hrvst Csi | 23,183 | $745.0K | 0.1% | Unchanged | 13F ↗ |
| 21 | BZUN Baozun Inc. · ADR | 155,642 | $506.0K | 0.1% | +158% | 13F ↗ |
| 22 | YB Yuanbao Inc. · ADR | 18,047 | $221.0K | <0.1% | New | 13F ↗ |
| 23 | MX Magnachip Semiconductor Corporation | 59,811 | $189.0K | <0.1% | Unchanged | 13F ↗ |
| 24 | CAN Canaan Inc. · ADR | 74,382 | $22.0K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
5 new, 3 added to, 8 trimmed, 0 exited, 8 unchanged. By estimated dollars.
New positions (5)
Added to (3)
Trimmed (8)
| ACMR ACM Research, Inc. | 731,398 | -2.3% | -$1.2M |
| JD JD.com, Inc. | 1.92M | -2.2% | -$1.2M |
| YMM Full Truck Alliance Co. Ltd. · ADR | 3.04M | -2.0% | -$529.0K |
| BIDU Baidu, Inc. · ADR | 277,640 | -2.0% | -$486.7K |
| ATHM Autohome Inc. | 1.21M | -1.6% | -$399.2K |
| CSIQ Canadian Solar Inc. | 2.09M | -1.6% | -$380.0K |
| WB Weibo Corporation · ADR | 2.87M | -1.9% | -$354.8K |
| DQ DAQO New Energy Corp. | 1.69M | -1.7% | -$320.5K |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 24 | $496.8M * | Current | SEC ↗ |
| Q2 2026 | Jul 15, 2026 | 13F-HR | 19 | $407.4M * | Current | SEC ↗ |
| Q1 2026 | Apr 15, 2026 | 13F-HR | 16 | $385.4M * | Current | SEC ↗ |
| Q4 2025 | Jan 20, 2026 | 13F-HR | 24 | $649.1M * | Current | SEC ↗ |
| Q3 2025 | Oct 7, 2025 | 13F-HR | 24 | $680.0M * | Current | SEC ↗ |
| Q2 2025 | Jul 10, 2025 | 13F-HR | 27 | $611.9M * | Current | SEC ↗ |
| Q1 2025 | Apr 9, 2025 | 13F-HR | 27 | $495.0M * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer