13F Insight
DOSSIER · 13F-HR · Q1 2026

Polunin Capital Partners Ltd

$385M in tracked AUM across 16 positions as of Q1 2026.

PC
CIK 0001629869 · last filed Mar 31, 2026
Total AUM
$385M
as of Q1 2026
Holdings
16
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Polunin Capital Partners Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BABA
ALIBABA GROUP HLDG LTD
$106M863K27.4%02
G68707101
PAGSEGURO DIGITAL LTD
$53M5.0M13.8%03
G85158106
STONECO LTD
$48M3.4M12.4%04
DQ
DAQO NEW ENERGY CORP
$36M1.7M9.4%05
BIDU
BAIDU INC
$32M288K8.3%06
ACMR
ACM RESH INC
$32M763K8.3%07
YMM
FULL TRUCK ALLIANCE CO LTD
$26M3.2M6.8%08
CSIQ
CANADIAN SOLAR INC
$26M2.0M6.6%09
ATHM
AUTOHOME INC
$20M1.1M5.2%10
GAU
GALIANO GOLD INC
$5M1.8M1.2%

Filing history

2026Q1Mar 31
$385M▼ 40.6%
16 positionsView →2025Q4Dec 31
$649M▼ 4.6%
24 positionsView →2025Q3Sep 30
$680M▲ 11.1%
24 positionsView →2025Q2Jun 30
$612M▲ 23.6%
27 positionsLocked2025Q1Mar 31
$495M▲ 22.4%
27 positionsLocked2024Q4Dec 31
$404M▼ 5.4%
25 positionsLocked2024Q3Sep 30
$427M▼ 27.2%
26 positionsLocked2024Q2Jun 30
$587M▼ 10.8%
27 positionsLocked2024Q1Mar 31
$657M▲ 23.1%
24 positionsLocked2023Q4Dec 31
$534M▲ 20.1%
27 positionsLocked2023Q3Sep 30
$445M▼ 8.8%
29 positionsLocked2023Q2Jun 30
$487M▲ 0.9%
29 positionsLocked
Showing 12 of 31