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Polunin Capital Partners Ltd
hedge fundUpdated 16 days agoManaged by Polunin Capital Partners Ltd • Latest filing Q3 2026
Portfolio value
$496.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-30.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $649.1M |
| Q1 2026 | $385.4M |
| Q2 2026 | $407.4M |
| Q3 2026 | $496.8M |
Top holdings
24 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $66.1M | 5.70M | 13.31% | Added(+62.4%) | |
| 2 | $65.5M | 6.13M | 13.19% | Added(+24.7%) | |
| 3 | $51.8M | 731.4K | 10.42% | Trimmed(-2.3%) | |
| 4 | $51.8M | 1.92M | 10.42% | Trimmed(-2.2%) | |
| 5 | $47.6M | 417.9K | 9.58% | — | |
| 6 | $36.9M | 7.21M | 7.43% | — | |
| 7 | $25.3M | 3.04M | 5.09% | Trimmed(-2.0%) | |
| 8 | $24.7M | 1.21M | 4.98% | Trimmed(-1.6%) | |
| 9 | $23.3M | 277.6K | 4.69% | Trimmed(-2.0%) | |
| 10 | $23M | 2.09M | 4.63% | Trimmed(-1.6%) | |
| 11 | $18.5M | 2.87M | 3.72% | Trimmed(-1.9%) | |
| 12 | $18.1M | 1.69M | 3.64% | Trimmed(-1.7%) | |
| 13 | $9.2M | 697.0K | 1.86% | Unchanged | |
| 14 | $8.5M | 688.3K | 1.71% | — | |
| 15 | $8.4M | 227.4K | 1.70% | — | |
| 16 | ? N/A TUYA INC | $5M | 2.96M | 1.01% | Unchanged |
| 17 | $3.9M | 835.1K | 0.79% | Unchanged | |
| 18 | $3.9M | 1.83M | 0.78% | Unchanged | |
| 19 | $3.6M | 243.4K | 0.73% | Unchanged | |
| 20 | ? N/A DBX ETF TR | $745K | 23.2K | 0.15% | Unchanged |