StockDriftsStockDriftsTop 16 Polunin Capital Partners Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 27.38% | 862.6K | $105.5M | -37.66%(-521.12K) | $106.25(+37.23%) | 2026-03-31 | |
| PAGS | PAGSEGURO DIGITAL LTD | 13.8% | 5.00M | $53.2M | +12.46%(+554.65K) | $10.83(-20.31%) | 2026-03-31 | |
| STNE | STONECO LTD | 12.42% | 3.35M | $47.9M | -0.06%(-2.00K) | $9.44(+2.60%) | 2026-03-31 | |
| DQ | DAQO NEW ENERGY CORP | 9.44% | 1.74M | $36.4M | +19.47%(+283.96K) | $22.98(-16.70%) | 2026-03-31 | |
| BIDU | BAIDU INC | 8.33% | 288.4K | $32.1M | -30.24%(-125.06K) | $91.70(+64.12%) | 2026-03-31 | |
| ACMR | ACM RESH INC | 8.25% | 763.3K | $31.8M | new | $39.40(+64.34%) | 2026-03-31 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 6.77% | 3.15M | $26.1M | +0.02%(+700) | $8.53(+8.64%) | 2026-03-31 | |
| CSIQ | CANADIAN SOLAR INC | 6.65% | 2.00M | $25.6M | -0.39%(-7.90K) | $18.41(+8.94%) | 2026-03-31 | |
| ATHM | AUTOHOME INC | 5.18% | 1.14M | $20.0M | -0.08%(-900) | $33.09(-41.98%) | 2026-03-31 | |
| GAU | GALIANO GOLD INC | 1.21% | 1.85M | $4.7M | -0.70%(-13.10K) | $2.36(+10.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.44% | +27.52% |
| Top 20 Holdings Unweighted | +8.70% | +28.43% |
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