Polunin Capital Partners Ltd

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$407,418
Net value change ($000)
+22,042 (5.7%)
New positions
6
Sold out positions
3
Turnover %
51.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JD 55,473 NEW
ACMR 45,288 142.4%
WB 22,591 NEW
HIMX 10,615 NEW
CSIQ 6,225 24.3%
TUYA 5,443 NEW
ATHM 5,074 25.4%
MOMO 5,061 NEW
PPLT 3,595 NEW
BIDU 1,215 3.8%
Top Reduces (Value $000, Stocks/ETFs)
BABA -105,505 -100.0%
DQ -15,104 -41.5%
STNE -8,537 -17.8%
PAGSEGURO DIGITAL LTD -7,709 -14.5%
GAU -1,225 -26.3%
KWEB -541 -100.0%
CAN -472 -95.4%
DOYU -59 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type