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Polunin Capital Partners Ltd · 13F 持仓分析
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Polunin Capital Partners Ltd

No.4768 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.16亿
环比变动 Q1 2026
+$3,042.0万+7.9%
持仓股票数
19
新买入
6
加仓
4
减仓
7
清仓
3
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AACM RESHACMR
22.84%8.25%$9,497.7万74.8万股$3,180.7万76.3万股-1.5万股-1.94%减仓
JD COM INCJD
12.05%$5,012.3万196.7万股$00股+196.7万股新买入
PAGSEGURO DIGITALPAGS
10.7%13.8%$4,450.8万491.8万股$5,320.1万500.5万股-8.7万股-1.73%减仓
SSTONECOSTNE
9.15%12.42%$3,803.7万350.9万股$4,787.2万335.5万股+15.4万股+4.59%加仓
CANADIAN SOLAR INC COMCSIQ
8.17%6.65%$3,396.9万212.0万股$2,562.4万200.2万股+11.9万股+5.92%加仓
B百度BIDU
7.79%8.33%$3,239.4万28.3万股$3,209.8万28.8万股-5,000股-1.73%减仓
FULL TRUCK ALLIANCEYMM
6.05%6.77%$2,516.0万309.9万股$2,610.5万315.3万股-5.4万股-1.72%减仓
AAUTOHOMEATHM
5.65%5.18%$2,348.6万123.4万股$1,997.9万114.3万股+9.1万股+7.98%加仓
DAQO NEW ENERGYDQ
5.52%9.44%$2,296.3万171.5万股$3,636.9万174.3万股-2.8万股-1.59%减仓
WEIBOWB
5.11%$2,124.5万292.6万股$00股+292.6万股新买入
HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX
2.57%$1,069.1万69.7万股$00股+69.7万股新买入
TTUYA INC SPONSERED ADSTUYA
1.25%$520.6万295.8万股$00股+295.8万股新买入
HELLO GROUP INC ADSMOMO
1.16%$484.4万83.5万股$00股+83.5万股新买入
AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT
0.83%$343.9万24.3万股$00股+24.3万股新买入
GGALIANO GOLDGAU
0.82%1.21%$343.0万183.4万股$465.5万184.7万股-1.3万股-0.71%减仓
XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR
0.2%0.19%$85.0万2.3万股$74.9万2.3万股00.00%持仓不变
MMagnaChip Semiconductor CorpMX
0.07%0.04%$28.3万6.0万股$16.4万5.7万股+2,800股+4.91%加仓
BBAOZUNBZUN
0.04%0.04%$17.0万6.0万股$15.3万6.0万股00.00%持仓不变
CCANAAN INC FUNSPONSORED ADR 1 ADR REPS 15 ORD SHSCAN
0.01%0.13%$2.1万7.4万股$49.5万119.5万股-112.0万股-93.77%减仓

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