Polunin Capital Partners Ltd
19 holdingsFiling period: 2026-06-30Current AUM: $325.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ACMR | Acm Resh Inc | 748.5K | $77.1M | $31.0M | 9.51% | -14,820 | 2026-06-30 |
| 2 | JD | JD.com Inc | 1.97M | $55.5M | $55.0M | 16.88% | -- | 2026-06-30 |
| 3 | — | Pagseguro Digital Ltd | 4.92M | $45.5M | $45.5M | 13.97% | -86,800 | 2026-06-30 |
| 4 | — | Stoneco Ltd | 3.51M | $39.3M | $39.3M | 12.08% | +154.1K | 2026-06-30 |
| 5 | BIDU | Baidu Inc | 283.4K | $33.3M | $22.7M | 6.97% | -5,000 | 2026-06-30 |
| 6 | CSIQ | Canadian Solar Inc | 2.12M | $31.8M | $17.6M | 5.40% | +118.5K | 2026-06-30 |
| 7 | YMM | Full Truck Alliance Co Ltd | 3.10M | $26.6M | $27.3M | 8.39% | -54,300 | 2026-06-30 |
| 8 | ATHM | Autohome Inc | 1.23M | $25.1M | $26.9M | 8.25% | +91.2K | 2026-06-30 |
| 9 | WB | Weibo Corp | 2.93M | $22.6M | $19.2M | 5.91% | -- | 2026-06-30 |
| 10 | DQ | Daqo New Energy Corp | 1.71M | $21.3M | $16.1M | 4.93% | -27,741 | 2026-06-30 |
| 11 | HIMX | Himax Technologies Inc | 697.0K | $10.6M | $8.0M | 2.44% | -- | 2026-06-30 |
| 12 | TUYA | Tuya Inc | 2.96M | $5.4M | $5.1M | 1.56% | -- | 2026-06-30 |
| 13 | MOMO | Hello Group Inc | 835.1K | $5.1M | $3.9M | 1.19% | -- | 2026-06-30 |
| 14 | PPLT | Abrdn Platinum ETF Trust | 243.4K | $3.6M | $3.5M | 1.08% | -- | 2026-06-30 |
| 15 | GAU | Galiano Gold Inc | 1.83M | $3.4M | $3.7M | 1.12% | -13,100 | 2026-06-30 |
| 16 | ASHR | Dbx ETF TR | 23.2K | $820K | $692K | 0.21% | -- | 2026-06-30 |
| 17 | MX | Magnachip Semiconductor Corp | 59.8K | $240K | $120K | 0.04% | +2.8K | 2026-06-30 |
| 18 | BZUN | Baozun Inc | 60.2K | $171K | $219K | 0.07% | -- | 2026-06-30 |
| 19 | CAN | Canaan Inc | 74.4K | $23K | $17K | 0.01% | -1,120,174 | 2026-06-30 |
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