Polunin Capital Partners Ltd: 13F holdings
CIK 16298692026Q2
| Positions | 19 |
|---|
| Reported value | $407.4m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 19 (+3 vs prior quarter) |
|---|
| Reported value | $407.4m (+5.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACMR ACM RESH INC | 748,498 | $77.1m | 18.9% |
| JD JD.COM INC | 1,967,136 | $55.5m | 13.6% |
| PAGSEGURO DIGITAL LTD | 4,918,011 | $45.5m | 11.2% |
| STONECO LTD | 3,508,909 | $39.3m | 9.7% |
| BIDU BAIDU INC | 283,440 | $33.3m | 8.2% |
| CSIQ CANADIAN SOLAR INC | 2,120,414 | $31.8m | 7.8% |
| YMM FULL TRUCK ALLIANCE CO LTD | 3,098,533 | $26.6m | 6.5% |
| ATHM AUTOHOME INC | 1,234,149 | $25.1m | 6.1% |
| WB WEIBO CORP | 2,926,338 | $22.6m | 5.5% |
| DQ DAQO NEW ENERGY CORP | 1,714,923 | $21.3m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1629869")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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