Filed: 4/15/2026ACC: 0001629869-26-000003
📋 What this filing means
POLUNIN CAPITAL PARTNERS LTD filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $385.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$385.4K
Total AUM (reported)
21.53M
Total Shares
Allocation by class
COM CL A$132.9K34.5%
SPONSORED ADS$132.2K34.3%
SPNSRD ADS NEW$36.4K9.4%
SPON ADR REP A$32.1K8.3%
COM$30.4K7.9%
SP ADS RP CL A$20.0K5.2%
XTRACK HRVST CSI$749.000.2%
Portfolio Concentration
Top 3$206.6K53.6%
4–10$176.6K45.8%
11–25$2.2K0.6%
Top 3 weight
53.6%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 21.53M
Sole
Full voting authority
21.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares862.60K
TypeSH
Market value$105.5K
27.38%
Sole
862.60K
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares5M
TypeSH
Market value$53.2K
13.80%
Sole
5M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares3.35M
TypeSH
Market value$47.9K
12.42%
Sole
3.35M
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares1.74M
TypeSH
Market value$36.4K
9.44%
Sole
1.74M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares288.44K
TypeSH
Market value$32.1K
8.33%
Sole
288.44K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares763.32K
TypeSH
Market value$31.8K
8.25%
Sole
763.32K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.15M
TypeSH
Market value$26.1K
6.77%
Sole
3.15M
Shared
0.00
None
0.00
CANADIAN SOLAR INC
SOLEShares2M
TypeSH
Market value$25.6K
6.65%
Sole
2M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.14M
TypeSH
Market value$20.0K
5.18%
Sole
1.14M
Shared
0.00
None
0.00
GALIANO GOLD INC
SOLEShares1.85M
TypeSH
Market value$4.7K
1.21%
Sole
1.85M
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares23.18K
TypeSH
Market value$749.00
0.19%
Sole
23.18K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares19.23K
TypeSH
Market value$541.00
0.14%
Sole
19.23K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares1.19M
TypeSH
Market value$495.00
0.13%
Sole
1.19M
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares57.01K
TypeSH
Market value$164.00
0.04%
Sole
57.01K
Shared
0.00
None
0.00
BAOZUN INC
SOLEShares60.22K
TypeSH
Market value$153.00
0.04%
Sole
60.22K
Shared
0.00
None
0.00
DOUYU INTL HLDGS LTD
SOLEShares12.20K
TypeSH
Market value$59.00
0.02%
Sole
12.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 862.60K | SH | $105.5K 27.38% | 862.60K | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 5M | SH | $53.2K 13.80% | 5M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 3.35M | SH | $47.9K 12.42% | 3.35M | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 1.74M | SH | $36.4K 9.44% | 1.74M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 288.44K | SH | $32.1K 8.33% | 288.44K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 763.32K | SH | $31.8K 8.25% | 763.32K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.15M | SH | $26.1K 6.77% | 3.15M | 0.00 | 0.00 |
CANADIAN SOLAR INCSOLE | COM | 2M | SH | $25.6K 6.65% | 2M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.14M | SH | $20.0K 5.18% | 1.14M | 0.00 | 0.00 |
GALIANO GOLD INCSOLE | COM | 1.85M | SH | $4.7K 1.21% | 1.85M | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 23.18K | SH | $749.00 0.19% | 23.18K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 19.23K | SH | $541.00 0.14% | 19.23K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 1.19M | SH | $495.00 0.13% | 1.19M | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 57.01K | SH | $164.00 0.04% | 57.01K | 0.00 | 0.00 |
BAOZUN INCSOLE | SPONSORED ADR | 60.22K | SH | $153.00 0.04% | 60.22K | 0.00 | 0.00 |
DOUYU INTL HLDGS LTDSOLE | SPONSORED ADS | 12.20K | SH | $59.00 0.02% | 12.20K | 0.00 | 0.00 |