Polunin Capital Partners Ltd

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$496,779
Net value change ($000)
+89,361 (21.9%)
New positions
5
Sold out positions
0
Turnover %
20.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EPAM 47,579 NEW
BTG 36,904 NEW
STNE 26,774 68.1%
PAGSEGURO DIGITAL LTD 20,025 44.0%
DXC 8,515 NEW
GLOB 8,427 NEW
GAU 421 12.3%
BZUN 335 195.9%
YB 221 NEW
PPLT 12 0.3%
Top Reduces (Value $000, Stocks/ETFs)
ACMR -25,312 -32.8%
BIDU -10,013 -30.1%
CSIQ -8,873 -27.9%
WB -4,100 -18.1%
JD -3,700 -6.7%
DQ -3,202 -15.1%
HIMX -1,373 -12.9%
YMM -1,272 -4.8%
MOMO -1,153 -22.8%
TUYA -414 -7.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type