Polunin Capital Partners Ltd
16 holdingsFiling period: 2026-03-31Current AUM: $409.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 862.6K | $105.5M | $102.8M | 25.09% | -521,118 | 2026-03-31 |
| 2 | — | PAGSEGURO DIGITAL LTD | 5.00M | $53.2M | $53.2M | 12.98% | +554.7K | 2026-03-31 |
| 3 | — | STONECO LTD | 3.35M | $47.9M | $47.9M | 11.68% | -2,000 | 2026-03-31 |
| 4 | DQ | DAQO NEW ENERGY CORP | 1.74M | $36.4M | $20.8M | 5.08% | +284.0K | 2026-03-31 |
| 5 | BIDU | BAIDU INC | 288.4K | $32.1M | $32.0M | 7.81% | -125,056 | 2026-03-31 |
| 6 | ACMR | ACM RESH INC | 763.3K | $31.8M | $63.4M | 15.48% | -- | 2026-03-31 |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | 3.15M | $26.1M | $29.8M | 7.28% | +700 | 2026-03-31 |
| 8 | CSIQ | CANADIAN SOLAR INC | 2.00M | $25.6M | $27.9M | 6.81% | -7,900 | 2026-03-31 |
| 9 | ATHM | AUTOHOME INC | 1.14M | $20.0M | $26.7M | 6.52% | -900 | 2026-03-31 |
| 10 | GAU | GALIANO GOLD INC | 1.85M | $4.7M | $3.2M | 0.79% | -13,100 | 2026-03-31 |
| 11 | ASHR | DBX ETF TR | 23.2K | $749K | $785K | 0.19% | -- | 2026-03-31 |
| 12 | KWEB | KRANESHARES TRUST | 19.2K | $541K | $542K | 0.13% | -- | 2026-03-31 |
| 13 | CAN | CANAAN INC | 1.19M | $495K | $195K | 0.05% | -- | 2026-03-31 |
| 14 | MX | MAGNACHIP SEMICONDUCTOR CORP | 57.0K | $164K | $191K | 0.05% | -278,137 | 2026-03-31 |
| 15 | BZUN | BAOZUN INC | 60.2K | $153K | $184K | 0.04% | -- | 2026-03-31 |
| 16 | DOYU | DOUYU INTL HLDGS LTD | 12.2K | $59K | $54K | 0.01% | -265,630 | 2026-03-31 |
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