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The Analysis of Polunin Capital Partners Ltd's Holdings & P&L

Currently, Polunin Capital Partners Ltd holds 19 types of securities in its portfolio with a total value $407.4K. In the most recent quarter, they have increased their positions in JD (+2.0M shares, valued at $55.5K), WB (+2.9M shares, valued at $22.6K), HIMX (+697.0K shares, valued at $10.6K); decreased their positions in ACMR (-14.8K shares, valued at $1.5K), PAGS (-86.8K shares, valued at $802.9070288781379), BIDU (-5.0K shares, valued at $587.6552356759807); initiated new positions in JD (+2.0M shares, valued at $55.5K), WB (+2.9M shares, valued at $22.6K), HIMX (+697.0K shares, valued at $10.6K).

1M P&L

+708.3K+0.20%

3M P&L

-38.4M-9.89%

HY P&L

-63.7M-15.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductor Equipment & Materials98.4K

24.1%

2Software - Infrastructure90.3K

22.2%

3Internet Content & Information86.0K

21.1%

Top Industries by Stock Count

1Internet Content & Information4 stocks

21.1%

2Software - Infrastructure3 stocks

15.8%

3Semiconductor Equipment & Materials2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACMR ACM RESH INC748.5K shares-1.94%2026-06-302026-07-15

JD JD.COM INC2.0M sharesnew addition2026-06-302026-07-15

PAGS PAGSEGURO DIGITAL LTD4.9M shares-1.73%2026-06-302026-07-15

STNE STONECO LTD3.5M shares4.59%2026-06-302026-07-15

BIDU BAIDU INC283.4K shares-1.73%2026-06-302026-07-15

CSIQ CANADIAN SOLAR INC2.1M shares5.92%2026-06-302026-07-15

YMM FULL TRUCK ALLIANCE CO LTD3.1M shares-1.72%2026-06-302026-07-15

ATHM AUTOHOME INC1.2M shares7.98%2026-06-302026-07-15

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WB WEIBO CORP2.9M sharesnew addition2026-06-302026-07-15

DQ DAQO NEW ENERGY CORP1.7M shares-1.59%2026-06-302026-07-15

HIMX HIMAX TECHNOLOGIES INC697.0K sharesnew addition2026-06-302026-07-15

TUYA TUYA INC3.0M sharesnew addition2026-06-302026-07-15

MOMO HELLO GROUP INC835.1K sharesnew addition2026-06-302026-07-15

PPLT ABRDN PLATINUM ETF TRUST243.4K sharesnew addition2026-06-302026-07-15

GAU GALIANO GOLD INC1.8M shares-0.71%2026-06-302026-07-15

ASHR DBX ETF TR23.2K shares0.00%2026-06-302026-07-15

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MX MAGNACHIP SEMICONDUCTOR CORP59.8K shares4.91%2026-06-302026-07-15

BZUN BAOZUN INC60.2K shares0.00%2026-06-302026-07-15

CAN CANAAN INC74.4K shares-93.77%2026-06-302026-07-15

ACMR

ACM RESH INC

-1.94%

Shares748.5K

Event2026-06-30

Filed2026-07-15

JD.COM INC

New

Shares2.0M

Event2026-06-30

Filed2026-07-15

PAGS

PAGSEGURO DIGITAL LTD

-1.73%

Shares4.9M

Event2026-06-30

Filed2026-07-15

STNE

STONECO LTD

4.59%

Shares3.5M

Event2026-06-30

Filed2026-07-15

BIDU

BAIDU INC

-1.73%

Shares283.4K

Event2026-06-30

Filed2026-07-15

CSIQ

CANADIAN SOLAR INC

5.92%

Shares2.1M

Event2026-06-30

Filed2026-07-15

YMM

FULL TRUCK ALLIANCE CO LTD

-1.72%

Shares3.1M

Event2026-06-30

Filed2026-07-15

ATHM

AUTOHOME INC

7.98%

Shares1.2M

Event2026-06-30

Filed2026-07-15

WEIBO CORP

New

Shares2.9M

Event2026-06-30

Filed2026-07-15

DAQO NEW ENERGY CORP

-1.59%

Shares1.7M

Event2026-06-30

Filed2026-07-15

HIMX

HIMAX TECHNOLOGIES INC

New

Shares697.0K

Event2026-06-30

Filed2026-07-15

TUYA

TUYA INC

New

Shares3.0M

Event2026-06-30

Filed2026-07-15

MOMO

HELLO GROUP INC

New

Shares835.1K

Event2026-06-30

Filed2026-07-15

PPLT

ABRDN PLATINUM ETF TRUST

New

Shares243.4K

Event2026-06-30

Filed2026-07-15

GAU

GALIANO GOLD INC

-0.71%

Shares1.8M

Event2026-06-30

Filed2026-07-15

ASHR

DBX ETF TR

0.00%

Shares23.2K

Event2026-06-30

Filed2026-07-15

MAGNACHIP SEMICONDUCTOR CORP

4.91%

Shares59.8K

Event2026-06-30

Filed2026-07-15

BZUN

BAOZUN INC

0.00%

Shares60.2K

Event2026-06-30

Filed2026-07-15

CAN

CANAAN INC

-93.77%

Shares74.4K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Polunin Capital Partners Ltd Institutional Holdings, Portfolio & P&L — TradeFomo