Filed: 10/20/2026ACC: 0001629869-26-000006
📋 What this filing means
POLUNIN CAPITAL PARTNERS LTD filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $496.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$496.8K
Total AUM (reported)
41.10M
Total Shares
Allocation by class
COM CL A$183.4K36.9%
COM$128.4K25.9%
SPON ADS CL A$51.8K10.4%
SPONSORED ADR$28.2K5.7%
SPONSORED ADS$25.5K5.1%
SP ADS RP CL A$24.7K5.0%
SPON ADR REP A$23.3K4.7%
Portfolio Concentration
Top 3$183.4K36.9%
4–10$232.6K46.8%
11–25$80.8K16.3%
Top 3 weight
36.9%
Top 10 weight
83.7%
Voting Authority Distribution
Total shares with voting rights: 41.10M
Sole
Full voting authority
41.10M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
STONECO LTD
SOLEShares5.70M
TypeSH
Market value$66.1K
13.31%
Sole
5.70M
Shared
0.00
None
0.00
PAGSEGURO DIGITAL LTD
SOLEShares6.13M
TypeSH
Market value$65.5K
13.19%
Sole
6.13M
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares731.40K
TypeSH
Market value$51.8K
10.42%
Sole
731.40K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares1.92M
TypeSH
Market value$51.8K
10.42%
Sole
1.92M
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares417.87K
TypeSH
Market value$47.6K
9.58%
Sole
417.87K
Shared
0.00
None
0.00
B2GOLD CORP
SOLEShares7.21M
TypeSH
Market value$36.9K
7.43%
Sole
7.21M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares3.04M
TypeSH
Market value$25.3K
5.09%
Sole
3.04M
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares1.21M
TypeSH
Market value$24.7K
4.98%
Sole
1.21M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares277.64K
TypeSH
Market value$23.3K
4.69%
Sole
277.64K
Shared
0.00
None
0.00
CANADIAN SOLAR INC
SOLEShares2.09M
TypeSH
Market value$23.0K
4.62%
Sole
2.09M
Shared
0.00
None
0.00
WEIBO CORP
SOLEShares2.87M
TypeSH
Market value$18.5K
3.72%
Sole
2.87M
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares1.69M
TypeSH
Market value$18.1K
3.64%
Sole
1.69M
Shared
0.00
None
0.00
HIMAX TECHNOLOGIES INC
SOLEShares696.95K
TypeSH
Market value$9.2K
1.86%
Sole
696.95K
Shared
0.00
None
0.00
DXC TECHNOLOGY CO
SOLEShares688.33K
TypeSH
Market value$8.5K
1.71%
Sole
688.33K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares227.45K
TypeSH
Market value$8.4K
1.70%
Sole
227.45K
Shared
0.00
None
0.00
TUYA INC
SOLEShares2.96M
TypeSH
Market value$5.0K
1.01%
Sole
2.96M
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares835.12K
TypeSH
Market value$3.9K
0.79%
Sole
835.12K
Shared
0.00
None
0.00
GALIANO GOLD INC
SOLEShares1.83M
TypeSH
Market value$3.9K
0.78%
Sole
1.83M
Shared
0.00
None
0.00
ABRDN PLATINUM ETF TRUST
SOLEShares243.37K
TypeSH
Market value$3.6K
0.73%
Sole
243.37K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares23.18K
TypeSH
Market value$745.00
0.15%
Sole
23.18K
Shared
0.00
None
0.00
BAOZUN INC
SOLEShares155.64K
TypeSH
Market value$506.00
0.10%
Sole
155.64K
Shared
0.00
None
0.00
YUANBAO INC
SOLEShares18.05K
TypeSH
Market value$221.00
0.04%
Sole
18.05K
Shared
0.00
None
0.00
MAGNACHIP SEMICONDUCTOR CORP
SOLEShares59.81K
TypeSH
Market value$189.00
0.04%
Sole
59.81K
Shared
0.00
None
0.00
CANAAN INC
SOLEShares74.38K
TypeSH
Market value$22.00
<0.01%
Sole
74.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STONECO LTDSOLE | COM CL A | 5.70M | SH | $66.1K 13.31% | 5.70M | 0.00 | 0.00 |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 6.13M | SH | $65.5K 13.19% | 6.13M | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 731.40K | SH | $51.8K 10.42% | 731.40K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 1.92M | SH | $51.8K 10.42% | 1.92M | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 417.87K | SH | $47.6K 9.58% | 417.87K | 0.00 | 0.00 |
B2GOLD CORPSOLE | COM | 7.21M | SH | $36.9K 7.43% | 7.21M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 3.04M | SH | $25.3K 5.09% | 3.04M | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 1.21M | SH | $24.7K 4.98% | 1.21M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 277.64K | SH | $23.3K 4.69% | 277.64K | 0.00 | 0.00 |
CANADIAN SOLAR INCSOLE | COM | 2.09M | SH | $23.0K 4.62% | 2.09M | 0.00 | 0.00 |
WEIBO CORPSOLE | SPONSORED ADR | 2.87M | SH | $18.5K 3.72% | 2.87M | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 1.69M | SH | $18.1K 3.64% | 1.69M | 0.00 | 0.00 |
HIMAX TECHNOLOGIES INCSOLE | SPONSORED ADR | 696.95K | SH | $9.2K 1.86% | 696.95K | 0.00 | 0.00 |
DXC TECHNOLOGY COSOLE | COM | 688.33K | SH | $8.5K 1.71% | 688.33K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 227.45K | SH | $8.4K 1.70% | 227.45K | 0.00 | 0.00 |
TUYA INCSOLE | SPONSERED ADS | 2.96M | SH | $5.0K 1.01% | 2.96M | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 835.12K | SH | $3.9K 0.79% | 835.12K | 0.00 | 0.00 |
GALIANO GOLD INCSOLE | COM | 1.83M | SH | $3.9K 0.78% | 1.83M | 0.00 | 0.00 |
ABRDN PLATINUM ETF TRUSTSOLE | PHYSCL PLATM SHS | 243.37K | SH | $3.6K 0.73% | 243.37K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK HRVST CSI | 23.18K | SH | $745.00 0.15% | 23.18K | 0.00 | 0.00 |
BAOZUN INCSOLE | SPONSORED ADR | 155.64K | SH | $506.00 0.10% | 155.64K | 0.00 | 0.00 |
YUANBAO INCSOLE | SPONSORED ADS | 18.05K | SH | $221.00 0.04% | 18.05K | 0.00 | 0.00 |
MAGNACHIP SEMICONDUCTOR CORPSOLE | COM | 59.81K | SH | $189.00 0.04% | 59.81K | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 74.38K | SH | $22.00 <0.01% | 74.38K | 0.00 | 0.00 |