Polunin Capital Partners Ltd

CIK 0001629869 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Polunin Capital Partners Ltd reported 19 positions worth $407.4K as of June 30, 2026 (13F filed July 15, 2026). Largest holding: ACMR (18.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$407.4K
2026 Q2
Positions
19
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.8%
Est. Net Flow (Q)
2026 Q2
10 / 19 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ACMRACM RESH INCSH$77.1K18.92%748,498
2JDJD.COM INCSH$55.5K13.62%1,967,136
3PAGSPAGSEGURO DIGITAL LTDSH$45.5K11.17%4,918,011
4STNESTONECO LTDSH$39.3K9.65%3,508,909
5BIDUBAIDU INCSH$33.3K8.18%283,440
6CSIQCANADIAN SOLAR INCSH$31.8K7.82%2,120,414
7YMMFULL TRUCK ALLIANCE CO LTDSH$26.6K6.52%3,098,533
8ATHMAUTOHOME INCSH$25.1K6.15%1,234,149
9WBWEIBO CORPSH$22.6K5.54%2,926,338
10DQDAQO NEW ENERGY CORPSH$21.3K5.22%1,714,923

The free plan shows the top 10 positions. The remaining 9 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Polunin Capital Partners Ltd hold as of Q2 2026?

Polunin Capital Partners Ltd reported 19 positions worth $407.4K in its Q2 2026 13F filing. Largest positions: ACMR (18.9%), JD (13.6%), PAGS (11.2%), STNE (9.7%) and BIDU (8.2%).

What did Polunin Capital Partners Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Polunin Capital Partners Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.