Polunin Capital Partners Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ACM RESH INC(ACMR) | 0 | 763,318 | +763,318 | 0 | 31,807 | 8.25% | +31,807 |
| PAGSEGURO DIGITAL LTD(PAGS) | 4,450,160 | 5,004,811 | +554,651 | 44,858 | 53,201 | 13.80% | +8,343 |
| BAOZUN INC | 60,222 | 60,222 | 0 | 168 | 153 | 0.04% | -15 |
| DBX ETF TR | 23,183 | 23,183 | 0 | 778 | 749 | 0.19% | -29 |
| LUFAX HOLDING LTD(LU) | 41,924 | 0 | -41,924 | 110 | 0 | — | -110 |
| KRANESHARES TRUST | 19,226 | 19,226 | 0 | 687 | 541 | 0.14% | -146 |
| HIGH TEMPLAR TECHNOLOGY LTD | 112,803 | 0 | -112,803 | 342 | 0 | — | -342 |
| DAQO NEW ENERGY CORP(DQ) | 1,458,705 | 1,742,664 | +283,959 | 36,730 | 36,369 | 9.44% | -361 |
| CANAAN INC | 1,194,556 | 1,194,556 | 0 | 942 | 495 | 0.13% | -447 |
| GALIANO GOLD INC | 1,860,217 | 1,847,117 | -13,100 | 5,171 | 4,655 | 1.21% | -516 |
| STONECO LTD(STNE) | 3,356,763 | 3,354,763 | -2,000 | 48,639 | 47,872 | 12.42% | -767 |
| MAGNACHIP SEMICONDUCTOR CORP | 335,148 | 57,011 | -278,137 | 1,015 | 164 | 0.04% | -851 |
| DOUYU INTL HLDGS LTD | 277,828 | 12,198 | -265,630 | 1,889 | 59 | 0.02% | -1,830 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 3,152,133 | 3,152,833 | +700 | 31,080 | 26,105 | 6.77% | -4,975 |
| HELLO GROUP INC(MOMO) | 853,219 | 0 | -853,219 | 5,964 | 0 | — | -5,964 |
| HIMAX TECHNOLOGIES INC(HIMX) | 706,750 | 0 | -706,750 | 6,071 | 0 | — | -6,071 |
| AUTOHOME INC(ATHM) | 1,143,866 | 1,142,966 | -900 | 26,412 | 19,979 | 5.18% | -6,433 |
| CENTERRA GOLD INC(CGAU) | 491,629 | 0 | -491,629 | 8,190 | 0 | — | -8,190 |
| HUYA INC | 2,719,977 | 0 | -2,719,977 | 10,091 | 0 | — | -10,091 |
| JOYY INC(JOYY) | 151,493 | 0 | -151,493 | 10,527 | 0 | — | -10,527 |
| CANADIAN SOLAR INC(CSIQ) | 2,009,769 | 2,001,869 | -7,900 | 43,692 | 25,624 | 6.65% | -18,068 |
| COMPANIA DE MINAS BUENAVENTU(BVN) | 540,381 | 0 | -540,381 | 18,740 | 0 | — | -18,740 |
| BAIDU INC | 413,496 | 288,440 | -125,056 | 61,830 | 32,098 | 8.33% | -29,732 |
| JD.COM INC(JD) | 1,947,668 | 0 | -1,947,668 | 56,288 | 0 | — | -56,288 |
| ALIBABA GROUP HLDG LTD(BABA) | 1,383,722 | 862,604 | -521,118 | 228,868 | 105,505 | 27.38% | -123,363 |