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13F-HR filed by Polunin Capital Partners Ltd

Polunin Capital Partners Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-15, with 19 holding rows worth $407,418,000.

Accession
0001629869-26-000004
Filed
2026-07-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 19 entries on the cover page, a total value of $407,418,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $407,418,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-18343. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ACM RESH INC COM CL A00108J109Stock748,498$77,095,000thousands, detected and multiplied
JD.COM INC SPON ADS CL A47215P106ADR1,967,136$55,473,000thousands, detected and multiplied
PAGSEGURO DIGITAL LTDG68707101COM CL A4,918,011$45,492,000thousands, detected and multiplied
STONECO LTDG85158106COM CL A3,508,909$39,335,000thousands, detected and multiplied
BAIDU INC SPON ADR REP A056752108ADR283,440$33,313,000thousands, detected and multiplied
CANADIAN SOLAR INC136635109COM2,120,414$31,849,000thousands, detected and multiplied
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS35969L108ADR3,098,533$26,554,000thousands, detected and multiplied
AUTOHOME INC SP ADS RP CL A05278C107ADR1,234,149$25,053,000thousands, detected and multiplied
WEIBO CORP SPONSORED ADR948596101ADR2,926,338$22,591,000thousands, detected and multiplied
DAQO NEW ENERGY CORP. (ADR)23703Q203SPNSRD ADS NEW1,714,923$21,265,000thousands, detected and multiplied
HIMAX TECHNOLOGIES INC SPONSORED ADR43289P106ADR696,950$10,615,000thousands, detected and multiplied
Tuya Inc90114C107COM2,958,145$5,443,000thousands, detected and multiplied
HELLO GROUP INC ADS423403104ADR835,119$5,061,000thousands, detected and multiplied
ABRDN PLATINUM ETF TRUST003260106PHYSCL PLATM SHS243,370$3,595,000thousands, detected and multiplied
Galiano Gold Inc36352H100COM1,834,017$3,430,000thousands, detected and multiplied
DBX ETF TR XTRACK HRVST CSI233051879XTRACK HRVST CSI23,183$820,000thousands, detected and multiplied
MAGNACHIP SEMICONDUCTOR CORP55933J203CMN59,811$240,000thousands, detected and multiplied
BAOZUN INC ADR06684L103SPONSORED ADR60,222$171,000thousands, detected and multiplied
CANAAN INC134748102SPONSORED ADS74,382$23,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001629869-26-000004this filing2026-07-15acceptance time not in the bulk data set