Polunin Capital Partners Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Polunin Capital Partners Ltd | Institutional Filer | ▼ 40.63% | $385K | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 863K | $106K | 27.38% |
| 2 | PAGS | PagSeguro Digital Ltd. | Technology | 5.0M | $53K | 13.80% |
| 3 | STNE | StoneCo Ltd. | Technology | 3.4M | $48K | 12.42% |
| 4 | DQ | Daqo New Energy Corp. | Technology | 1.7M | $36K | 9.44% |
| 5 | BIDU | Baidu, Inc. | Communication Services | 288K | $32K | 8.33% |
| 6 | ACMR | ACM Research, Inc. | Technology | 763K | $32K | 8.25% |
| 7 | YMM | Full Truck Alliance Co. Ltd. | Technology | 3.2M | $26K | 6.77% |
| 8 | CSIQ | Canadian Solar Inc. | Energy | 2.0M | $26K | 6.65% |
| 9 | ATHM | Autohome Inc. | Communication Services | 1.1M | $20K | 5.18% |
| 10 | GAU | Galiano Gold Inc. | Basic Materials | 1.8M | $5K | 1.21% |
| 11 | ASHR | DBX ETF TR | — | 23K | $749 | 0.19% |
| 12 | KWEB | KRANESHARES TRUST | — | 19K | $541 | 0.14% |
| 13 | CAN | Canaan Inc. | Technology | 1.2M | $495 | 0.13% |
| 14 | MX | Magnachip Semiconductor Corporation | Technology | 57K | $164 | 0.04% |
| 15 | BZUN | Baozun Inc. | Consumer Cyclical | 60K | $153 | 0.04% |
Showing 1 to 15 of 16 holdings