Polunin Capital Partners Ltd Diversified Active

Location: London, United Kingdom

CIK: 0001629869 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 15, 2026

Total Value: $385M

Holdings (16)

BABA ALIBABA GROUP HLDG LTD 27.4%

Value $106M Shares 862,604 Est. Cost $100.87 Unrealized —

PAGS PAGSEGURO DIGITAL LTD 13.8%

Value $53.2M Shares 5,004,811 Est. Cost $11.31 Unrealized -5.1%

STNE STONECO LTD 12.4%

Value $47.87M Shares 3,354,763 Est. Cost $13.11 Unrealized —

DQ DAQO NEW ENERGY CORP 9.4%

Value $36.37M Shares 1,742,664 Est. Cost $27.26 Unrealized —

BIDU BAIDU INC 8.3%

Value $32.1M Shares 288,440 Est. Cost $87.68 Unrealized —

ACMR ACM RESH INC 8.3%

Value $31.81M Shares 763,318 Est. Cost $57.07 Unrealized 0.0%

YMM FULL TRUCK ALLIANCE CO LTD 6.8%

Value $26.11M Shares 3,152,833 Est. Cost $8.88 Unrealized —

CSIQ CANADIAN SOLAR INC 6.6%

Value $25.62M Shares 2,001,869 Est. Cost $21.80 Unrealized -4.2%

ATHM AUTOHOME INC 5.2%

Value $19.98M Shares 1,142,966 Est. Cost $34.76 Unrealized —

GAU GALIANO GOLD INC 1.2%

Value $4.655M Shares 1,847,117 Est. Cost $2.47 Unrealized +16.5%

ASHR DBX ETF TR 0.2%

Value $749K Shares 23,183 Est. Cost $26.74 Unrealized —

KWEB KRANESHARES TRUST 0.1%

Value $541K Shares 19,226 Est. Cost $26.92 Unrealized —

CAN CANAAN INC 0.1%

Value $495K Shares 1,194,556 Est. Cost $3.23 Unrealized —

MX MAGNACHIP SEMICONDUCTOR CORP 0.0%

Value $164K Shares 57,011 Est. Cost $13.65 Unrealized -78.9%

BZUN BAOZUN INC 0.0%

Value $153K Shares 60,222 Est. Cost $3.94 Unrealized —

DOYU DOUYU INTL HLDGS LTD 0.0%

Value $59,000 Shares 12,198 Est. Cost $10.99 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	862,604	$106M	27.4%	$100.87	—	—	01609W102
PAGS	PAGSEGURO DIGITAL LTD	5,004,811	$53.2M	13.8%	$11.31	-5.1%	—	G68707101
STNE	STONECO LTD	3,354,763	$47.87M	12.4%	$13.11	—	—	G85158106
DQ	DAQO NEW ENERGY CORP	1,742,664	$36.37M	9.4%	$27.26	—	—	23703Q203
BIDU	BAIDU INC	288,440	$32.1M	8.3%	$87.68	—	—	056752108
ACMR	ACM RESH INC	763,318	$31.81M	8.3%	$57.07	0.0%	—	00108J109
YMM	FULL TRUCK ALLIANCE CO LTD	3,152,833	$26.11M	6.8%	$8.88	—	—	35969L108
CSIQ	CANADIAN SOLAR INC	2,001,869	$25.62M	6.6%	$21.80	-4.2%	—	136635109
ATHM	AUTOHOME INC	1,142,966	$19.98M	5.2%	$34.76	—	—	05278C107
GAU	GALIANO GOLD INC	1,847,117	$4.655M	1.2%	$2.47	+16.5%	—	36352H100
ASHR	DBX ETF TR	23,183	$749K	0.2%	$26.74	—	—	233051879
KWEB	KRANESHARES TRUST	19,226	$541K	0.1%	$26.92	—	—	500767306
CAN	CANAAN INC	1,194,556	$495K	0.1%	$3.23	—	—	134748102
MX	MAGNACHIP SEMICONDUCTOR CORP	57,011	$164K	0.0%	$13.65	-78.9%	—	55933J203
BZUN	BAOZUN INC	60,222	$153K	0.0%	$3.94	—	—	06684L103
DOYU	DOUYU INTL HLDGS LTD	12,198	$59,000	0.0%	$10.99	—	—	25985W204