Polunin Capital Partners Ltd
CIK: 1629869
Exit Positions
0
Holdings (24)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 20, 2026
- STNE
STONECO LTD
$66K
5.70M sh13.31%+62.4% - PAGS
PAGSEGURO DIGITAL LTD
$66K
6.13M sh13.19%+24.7% - ACMR
ACM RESH INC
$52K
731,398 sh10.42%-2.3% - JD
JD.COM INC
$52K
1.92M sh10.42%-2.2% - EPAM
EPAM SYS INC
$48K
417,874 sh9.58%New - BTG
B2GOLD CORP
$37K
7.21M sh7.43%New - YMM
FULL TRUCK ALLIANCE CO LTD
$25K
3.04M sh5.09%-2.0% - ATHM
AUTOHOME INC
$25K
1.21M sh4.98%-1.6% - BIDU
BAIDU INC
$23K
277,640 sh4.69%-2.0% - CSIQ
CANADIAN SOLAR INC
$23K
2.09M sh4.62%-1.6% - WB
WEIBO CORP
$18K
2.87M sh3.72%-1.9% - DQ
DAQO NEW ENERGY CORP
$18K
1.69M sh3.64%-1.7% - HIMX
HIMAX TECHNOLOGIES INC
$9K
696,950 sh1.86%+0.0% - DXC
DXC TECHNOLOGY CO
$9K
688,329 sh1.71%New - GLOB
GLOBANT S A
$8K
227,446 sh1.70%New - TUYA
TUYA INC
$5K
2.96M sh1.01%+0.0% - MOMO
HELLO GROUP INC
$4K
835,119 sh0.79%+0.0% - GAU
GALIANO GOLD INC
$4K
1.83M sh0.78%+0.0% - PPLT
ABRDN PLATINUM ETF TRUST
$4K
243,370 sh0.73%+0.0% - ASHR
DBX ETF TR
$745
23,183 sh0.15%+0.0% - BZUN
BAOZUN INC
$506
155,642 sh0.10%+158.4% - YB
YUANBAO INC
$221
18,047 sh0.04%New - MX
MAGNACHIP SEMICONDUCTOR CORP
$189
59,811 sh0.04%+0.0% - CAN
CANAAN INC
$22
74,382 sh0.00%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 STNE STONECO LTD | 5.70M | $66K | +62.4% | 13.31% | Q3 2026 |
 PAGS PAGSEGURO DIGITAL LTD | 6.13M | $66K | +24.7% | 13.19% | Q3 2026 |
 ACMR ACM RESH INC | 731,398 | $52K | -2.3% | 10.42% | Q3 2026 |
 JD JD.COM INC | 1.92M | $52K | -2.2% | 10.42% | Q3 2026 |
 EPAM EPAM SYS INC | 417,874 | $48K | New | 9.58% | Q3 2026 |
 BTG B2GOLD CORP | 7.21M | $37K | New | 7.43% | Q3 2026 |
 YMM FULL TRUCK ALLIANCE CO LTD | 3.04M | $25K | -2.0% | 5.09% | Q3 2026 |
 ATHM AUTOHOME INC | 1.21M | $25K | -1.6% | 4.98% | Q3 2026 |
 BIDU BAIDU INC | 277,640 | $23K | -2.0% | 4.69% | Q3 2026 |
 CSIQ CANADIAN SOLAR INC | 2.09M | $23K | -1.6% | 4.62% | Q3 2026 |
 WB WEIBO CORP | 2.87M | $18K | -1.9% | 3.72% | Q3 2026 |
 DQ DAQO NEW ENERGY CORP | 1.69M | $18K | -1.7% | 3.64% | Q3 2026 |
 HIMX HIMAX TECHNOLOGIES INC | 696,950 | $9K | +0.0% | 1.86% | Q3 2026 |
 DXC DXC TECHNOLOGY CO | 688,329 | $9K | New | 1.71% | Q3 2026 |
 GLOB GLOBANT S A | 227,446 | $8K | New | 1.70% | Q3 2026 |
 TUYA TUYA INC | 2.96M | $5K | +0.0% | 1.01% | Q3 2026 |
 MOMO HELLO GROUP INC | 835,119 | $4K | +0.0% | 0.79% | Q3 2026 |
 GAU GALIANO GOLD INC | 1.83M | $4K | +0.0% | 0.78% | Q3 2026 |
 PPLT ABRDN PLATINUM ETF TRUST | 243,370 | $4K | +0.0% | 0.73% | Q3 2026 |
 ASHR DBX ETF TR | 23,183 | $745 | +0.0% | 0.15% | Q3 2026 |
 BZUN BAOZUN INC | 155,642 | $506 | +158.4% | 0.10% | Q3 2026 |
 YB YUANBAO INC | 18,047 | $221 | New | 0.04% | Q3 2026 |
 MX MAGNACHIP SEMICONDUCTOR CORP | 59,811 | $189 | +0.0% | 0.04% | Q3 2026 |
 CAN CANAAN INC | 74,382 | $22 | +0.0% | 0.00% | Q3 2026 |
1-24 of 24 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Polunin Capital Partners Ltd
Polunin Capital Partners Ltd is a Mutual Fund that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1629869). Signal8 holds 16 13F filings from it.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 20, 2026. That report lists 24 securities, not counting options, up from 19 in Q2 2026.
Its five largest reported positions, in order, are STONECO LTD (STNE), PAGSEGURO DIGITAL LTD (PAGS), ACM RESH INC (ACMR), JD.COM INC (JD) and EPAM SYS INC (EPAM). The next five are B2GOLD CORP (BTG), FULL TRUCK ALLIANCE CO LTD (YMM), AUTOHOME INC (ATHM), BAIDU INC (BIDU) and CANADIAN SOLAR INC (CSIQ).
Recent 13F filings by Polunin Capital Partners Ltd
- Q3 2026: 13F-HR filed Oct 20, 2026, listing 24 securities.
- Q2 2026: 13F-HR filed Jul 15, 2026, listing 19 securities.
- Q1 2026: 13F-HR filed Apr 14, 2026, listing 16 securities.
- Q4 2025: 13F-HR filed Jan 20, 2026, listing 24 securities.
- Q3 2025: 13F-HR filed Oct 7, 2025, listing 24 securities.
- Q2 2025: 13F-HR filed Jul 10, 2025, listing 27 securities.