Polunin Capital Partners Ltd — 13F holdings

Polunin Capital Partners Ltd reported 24 holdings worth $497M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. STNE StoneCo Ltd — $66.1M (13.3%)
2. PAGS PAGSEGURO DIGITAL LTD — $65.5M (13.2%)
3. ACMR ACM RESH INC — $51.8M (10.4%)
4. JD JD.COM INC — $51.8M (10.4%)
5. EPAM EPAM SYS INC — $47.6M (9.6%)
6. BTG B2Gold Corp — $36.9M (7.4%)
7. YMM FULL TRUCK ALLIANCE CO LTD — $25.3M (5.1%)
8. ATHM AUTOHOME INC — $24.7M (5.0%)
9. BIDU BAIDU INC — $23.3M (4.7%)
10. CSIQ CANADIAN SOLAR INC — $23.0M (4.6%)