StockDriftsStockDriftsTop 24 Polunin Capital Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STNE | STONECO LTD | 13.31% | 5.70M | $66.1M | +62.42%(+2.19M) | $9.77(+21.73%) | 2026-09-30 | |
| PAGS | PAGSEGURO DIGITAL LTD | 13.19% | 6.13M | $65.5M | +24.74%(+1.22M) | $10.46(+10.54%) | 2026-09-30 | |
| ACMR | ACM RESH INC | 10.42% | 731.4K | $51.8M | -2.28%(-17.10K) | $39.40(+41.23%) | 2026-09-30 | |
| JD | JD.COM INC | 10.42% | 1.92M | $51.8M | -2.20%(-43.20K) | $29.23(-8.37%) | 2026-09-30 | |
| EPAM | EPAM SYS INC | 9.58% | 417.9K | $47.6M | new | $93.85(+35.72%) | 2026-09-30 | |
| BTG | B2GOLD CORP | 7.43% | 7.21M | $36.9M | new | $4.48(+16.29%) | 2026-09-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 5.09% | 3.04M | $25.3M | -2.05%(-63.50K) | $8.53(+3.49%) | 2026-09-30 | |
| ATHM | AUTOHOME INC | 4.98% | 1.21M | $24.7M | -1.59%(-19.60K) | $31.98(-36.83%) | 2026-09-30 | |
| BIDU | BAIDU INC | 4.69% | 277.6K | $23.3M | -2.05%(-5.80K) | $91.70(-13.00%) | 2026-09-30 | |
| CSIQ | CANADIAN SOLAR INC | 4.62% | 2.09M | $23.0M | -1.63%(-34.50K) | $18.19(-47.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.20% | +33.82% | -2.73% | -12.91% |
| Top 20 Holdings Unweighted | +18.56% | +66.67% | -2.98% | -14.03% |
Polunin Capital Partners LTD reports $496.78M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are STNE (13.3%), PAGS (13.2%) and ACMR (10.4%). The top 20 holdings account for 99.82% of reported assets. Its disclosed equity book has returned +33.82% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Polunin Capital Partners LTD, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Polunin Capital Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1629869). View Polunin Capital Partners LTD’s 13F filings on SEC