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Polunin Capital Partners Ltd · 13F Holdings
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Polunin Capital Partners Ltd

No.4768 Data as of 2026Q2
Latest AUM (Q2 2026)
$415.8M
QoQ Change Q1 2026
+$30.4M+7.9%
Holdings
19
New Buys
6
Adds
4
Reduces
7
Exits
3
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AACM RESH INCACMR
22.84%8.25%$95.0M748,498$31.8M763,318-14,820-1.94%Reduce
JD COM INCJD
12.05%$50.1M2.0M$00+2.0MNew Buy
PAGSEGURO DIGITAL LTDPAGS
10.7%13.8%$44.5M4.9M$53.2M5.0M-86,800-1.73%Reduce
SSTONECO LTDSTNE
9.15%12.42%$38.0M3.5M$47.9M3.4M+154,146+4.59%Add
CANADIAN SOLAR INC COMCSIQ
8.17%6.65%$34.0M2.1M$25.6M2.0M+118,545+5.92%Add
BBAIDU INCBIDU
7.79%8.33%$32.4M283,440$32.1M288,440-5,000-1.73%Reduce
FULL TRUCK ALLIANCE CO LTDYMM
6.05%6.77%$25.2M3.1M$26.1M3.2M-54,300-1.72%Reduce
AAUTOHOME INCATHM
5.65%5.18%$23.5M1.2M$20.0M1.1M+91,183+7.98%Add
DAQO NEW ENERGY CORPDQ
5.52%9.44%$23.0M1.7M$36.4M1.7M-27,741-1.59%Reduce
WEIBO CORPWB
5.11%$21.2M2.9M$00+2.9MNew Buy
HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX
2.57%$10.7M696,950$00+696,950New Buy
TTUYA INC SPONSERED ADSTUYA
1.25%$5.2M3.0M$00+3.0MNew Buy
HELLO GROUP INC ADSMOMO
1.16%$4.8M835,119$00+835,119New Buy
AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT
0.83%$3.4M243,370$00+243,370New Buy
GGALIANO GOLD INCGAU
0.82%1.21%$3.4M1.8M$4.7M1.8M-13,100-0.71%Reduce
XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR
0.2%0.19%$849,88923,183$749,00023,18300.00%Unchanged
MMagnaChip Semiconductor CorpMX
0.07%0.04%$282,90659,811$164,00057,011+2,800+4.91%Add
BBAOZUN INCBZUN
0.04%0.04%$170,42860,222$153,00060,22200.00%Unchanged
CCANAAN INC FUNSPONSORED ADR 1 ADR REPS 15 ORD SHSCAN
0.01%0.13%$21,35574,382$495,0001.2M-1.1M-93.77%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow