Filed: 7/15/2026ACC: 0001629869-26-000004
📋 What this filing means
POLUNIN CAPITAL PARTNERS LTD filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $407.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$407.4K
Total AUM (reported)
29.31M
Total Shares
Allocation by class
COM CL A$161.9K39.7%
SPON ADS CL A$55.5K13.6%
COM$35.5K8.7%
SPONSORED ADR$33.4K8.2%
SPON ADR REP A$33.3K8.2%
SPONSORED ADS$26.6K6.5%
SP ADS RP CL A$25.1K6.1%
Portfolio Concentration
Top 3$178.1K43.7%
4–10$200.0K49.1%
11–25$29.4K7.2%
Top 3 weight
43.7%
Top 10 weight
92.8%
Voting Authority Distribution
Total shares with voting rights: 29.31M
Sole
Full voting authority
29.31M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
ACM RESH INC
SOLEShares748.50K
TypeSH
Market value$77.1K
18.92%
Sole
748.50K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares1.97M
TypeSH
Market value$55.5K
13.62%
Sole
1.97M
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares4.92M
TypeSH
Market value$45.5K
11.17%
Sole
4.92M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares3.51M
TypeSH
Market value$39.3K
9.65%
Sole
3.51M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares283.44K
TypeSH
Market value$33.3K
8.18%
Sole
283.44K
Shared
0.00
None
0.00
CANADIAN SOLAR INC
SOLEShares2.12M
TypeSH
Market value$31.8K
7.82%
Sole
2.12M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.10M
TypeSH
Market value$26.6K
6.52%
Sole
3.10M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.23M
TypeSH
Market value$25.1K
6.15%
Sole
1.23M
Shared
0.00
None
0.00
WEIBO CORP
SOLEShares2.93M
TypeSH
Market value$22.6K
5.54%
Sole
2.93M
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares1.71M
TypeSH
Market value$21.3K
5.22%
Sole
1.71M
Shared
0.00
None
0.00
HIMAX TECHNOLOGIES INC
SOLEShares696.95K
TypeSH
Market value$10.6K
2.61%
Sole
696.95K
Shared
0.00
None
0.00
TUYA INC
SOLEShares2.96M
TypeSH
Market value$5.4K
1.34%
Sole
2.96M
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares835.12K
TypeSH
Market value$5.1K
1.24%
Sole
835.12K
Shared
0.00
None
0.00
ABRDN PLATINUM ETF TRUST
SOLEShares243.37K
TypeSH
Market value$3.6K
0.88%
Sole
243.37K
Shared
0.00
None
0.00
GALIANO GOLD INC
SOLEShares1.83M
TypeSH
Market value$3.4K
0.84%
Sole
1.83M
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares23.18K
TypeSH
Market value$820.00
0.20%
Sole
23.18K
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares59.81K
TypeSH
Market value$240.00
0.06%
Sole
59.81K
Shared
0.00
None
0.00
BAOZUN INC
SOLEShares60.22K
TypeSH
Market value$171.00
0.04%
Sole
60.22K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares74.38K
TypeSH
Market value$23.00
<0.01%
Sole
74.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACM RESH INCSOLE | COM CL A | 748.50K | SH | $77.1K 18.92% | 748.50K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 1.97M | SH | $55.5K 13.62% | 1.97M | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 4.92M | SH | $45.5K 11.17% | 4.92M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 3.51M | SH | $39.3K 9.65% | 3.51M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 283.44K | SH | $33.3K 8.18% | 283.44K | 0.00 | 0.00 |
CANADIAN SOLAR INCSOLE | COM | 2.12M | SH | $31.8K 7.82% | 2.12M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.10M | SH | $26.6K 6.52% | 3.10M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.23M | SH | $25.1K 6.15% | 1.23M | 0.00 | 0.00 |
WEIBO CORPSOLE | SPONSORED ADR | 2.93M | SH | $22.6K 5.54% | 2.93M | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 1.71M | SH | $21.3K 5.22% | 1.71M | 0.00 | 0.00 |
HIMAX TECHNOLOGIES INCSOLE | SPONSORED ADR | 696.95K | SH | $10.6K 2.61% | 696.95K | 0.00 | 0.00 |
TUYA INCSOLE | SPONSERED ADS | 2.96M | SH | $5.4K 1.34% | 2.96M | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 835.12K | SH | $5.1K 1.24% | 835.12K | 0.00 | 0.00 |
ABRDN PLATINUM ETF TRUSTSOLE | PHYSCL PLATM SHS | 243.37K | SH | $3.6K 0.88% | 243.37K | 0.00 | 0.00 |
GALIANO GOLD INCSOLE | COM | 1.83M | SH | $3.4K 0.84% | 1.83M | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 23.18K | SH | $820.00 0.20% | 23.18K | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 59.81K | SH | $240.00 0.06% | 59.81K | 0.00 | 0.00 |
BAOZUN INCSOLE | SPONSORED ADR | 60.22K | SH | $171.00 0.04% | 60.22K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 74.38K | SH | $23.00 <0.01% | 74.38K | 0.00 | 0.00 |