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

Currently, Polunin Capital Partners Ltd holds 16 types of securities in its portfolio with a total value $385.4K. In the most recent quarter, they have increased their positions in ACMR (+763.3K shares, valued at $31.8K), DQ (+284.0K shares, valued at $5.9K), PAGS (+554.7K shares, valued at $5.9K); decreased their positions in BABA (-521.1K shares, valued at $63.7K), BIDU (-125.1K shares, valued at $13.9K), DOYU (-265.6K shares, valued at $1.3K); initiated new positions in ACMR (+763.3K shares, valued at $31.8K).

1M P&L

-5.7M-1.38%

3M P&L

-75.9M-15.69%

HY P&L

-60.5M-12.91%

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

1Internet Retail105.7K

27.4%

2Software - Infrastructure101.1K

26.2%

3Semiconductor Equipment & Materials68.2K

17.7%

Top Industries by Stock Count

1Internet Content & Information3 stocks

18.8%

2Software - Infrastructure2 stocks

12.5%

3Semiconductor Equipment & Materials2 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BABA ALIBABA GROUP HLDG LTD862.6K shares-37.66%2026-03-312026-04-15

PAGS PAGSEGURO DIGITAL LTD5.0M shares12.46%2026-03-312026-04-15

STNE STONECO LTD3.4M shares-0.06%2026-03-312026-04-15

DQ DAQO NEW ENERGY CORP1.7M shares19.47%2026-03-312026-04-15

BIDU BAIDU INC288.4K shares-30.24%2026-03-312026-04-15

ACMR ACM RESH INC763.3K sharesnew addition2026-03-312026-04-15

YMM FULL TRUCK ALLIANCE CO LTD3.2M shares0.02%2026-03-312026-04-15

CSIQ CANADIAN SOLAR INC2.0M shares-0.39%2026-03-312026-04-15

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ATHM AUTOHOME INC1.1M shares-0.08%2026-03-312026-04-15

GAU GALIANO GOLD INC1.8M shares-0.70%2026-03-312026-04-15

ASHR DBX ETF TR23.2K shares0.00%2026-03-312026-04-15

KWEB KRANESHARES TRUST19.2K shares0.00%2026-03-312026-04-15

CAN CANAAN INC1.2M shares0.00%2026-03-312026-04-15

MX MAGNACHIP SEMICONDUCTOR CORP57.0K shares-82.99%2026-03-312026-04-15

BZUN BAOZUN INC60.2K shares0.00%2026-03-312026-04-15

DOYU DOUYU INTL HLDGS LTD12.2K shares-95.61%2026-03-312026-04-15

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BABA

ALIBABA GROUP HLDG LTD

-37.66%

Shares862.6K

Event2026-03-31

Filed2026-04-15

PAGS

PAGSEGURO DIGITAL LTD

12.46%

Shares5.0M

Event2026-03-31

Filed2026-04-15

STNE

STONECO LTD

-0.06%

Shares3.4M

Event2026-03-31

Filed2026-04-15

DAQO NEW ENERGY CORP

19.47%

Shares1.7M

Event2026-03-31

Filed2026-04-15

BIDU

BAIDU INC

-30.24%

Shares288.4K

Event2026-03-31

Filed2026-04-15

ACMR

ACM RESH INC

New

Shares763.3K

Event2026-03-31

Filed2026-04-15

YMM

FULL TRUCK ALLIANCE CO LTD

0.02%

Shares3.2M

Event2026-03-31

Filed2026-04-15

CSIQ

CANADIAN SOLAR INC

-0.39%

Shares2.0M

Event2026-03-31

Filed2026-04-15

ATHM

AUTOHOME INC

-0.08%

Shares1.1M

Event2026-03-31

Filed2026-04-15

GAU

GALIANO GOLD INC

-0.70%

Shares1.8M

Event2026-03-31

Filed2026-04-15

ASHR

DBX ETF TR

0.00%

Shares23.2K

Event2026-03-31

Filed2026-04-15

KWEB

KRANESHARES TRUST

0.00%

Shares19.2K

Event2026-03-31

Filed2026-04-15

CAN

CANAAN INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-04-15

MAGNACHIP SEMICONDUCTOR CORP

-82.99%

Shares57.0K

Event2026-03-31

Filed2026-04-15

BZUN

BAOZUN INC

0.00%

Shares60.2K

Event2026-03-31

Filed2026-04-15

DOYU

DOUYU INTL HLDGS LTD

-95.61%

Shares12.2K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available