account_balance
Investment manager · 13F filer · SEC CIK 1629869
Polunin Capital Partners Ltd
Reported value$407Kas of Jun 30, 2026
Positions19 6 new, 3 sold out
Top 10 weight93%ACMR alone is 19%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ACMR
Acm Resh INC
18.9%
JD
Jd.com INC
13.6%New
PAGS
Pagseguro Digital Ltd
11.2%
STNE
Stoneco Ltd
9.7%Added
BIDU
Baidu INC
8.2%
CSIQ
Canadian Solar INC
7.8%Added
YMM
Full Truck Alliance CO Ltd
6.5%
ATHM
Autohome INC
6.1%Added
WB
Weibo Corp
5.5%New
DQ
Daqo New Energy Corp
5.2%
9 others
7.2%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed