StockDriftsStockDriftsTop 19 Polunin Capital Partners Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACMR | ACM RESH INC | 18.92% | 748.5K | $77.1M | -1.94%(-14.82K) | $39.40(+104.11%) | 2026-06-30 | |
| JD | JD.COM INC | 13.62% | 1.97M | $55.5M | new | $29.23(-0.57%) | 2026-06-30 | |
| PAGS | PAGSEGURO DIGITAL LTD | 11.17% | 4.92M | $45.5M | -1.73%(-86.80K) | $10.83(-18.56%) | 2026-06-30 | |
| STNE | STONECO LTD | 9.65% | 3.51M | $39.3M | +4.59%(+154.15K) | $9.57(-0.16%) | 2026-06-30 | |
| BIDU | BAIDU INC | 8.18% | 283.4K | $33.3M | -1.73%(-5.00K) | $91.70(+13.05%) | 2026-06-30 | |
| CSIQ | CANADIAN SOLAR INC | 7.82% | 2.12M | $31.8M | +5.92%(+118.55K) | $18.19(-16.75%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 6.52% | 3.10M | $26.6M | -1.72%(-54.30K) | $8.53(+3.25%) | 2026-06-30 | |
| ATHM | AUTOHOME INC | 6.15% | 1.23M | $25.1M | +7.98%(+91.18K) | $31.98(-29.52%) | 2026-06-30 | |
| WB | WEIBO CORP | 5.54% | 2.93M | $22.6M | new | $9.86(-22.22%) | 2026-06-30 | |
| DQ | DAQO NEW ENERGY CORP | 5.22% | 1.71M | $21.3M | -1.59%(-27.74K) | $22.98(-35.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.71% | +43.17% | -3.31% | -15.50% |
| Top 20 Holdings Unweighted | +17.09% | +60.52% | -4.38% | -20.06% |
Polunin Capital Partners Ltd reports $407.42M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are ACMR (18.9%), JD (13.6%) and PAGS (11.2%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +43.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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