Titelia

Holdings of Polunin Capital Partners Ltd

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Net assets
-
Positions
12 in 2 countries
Top ten
99.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alibaba Group Holding Ltd 862,604105.5K $
2Daqo New Energy Corp 1,742,66436.4K $
3Baidu Inc 288,44032.1K $
4ACM Research Inc 763,31831.8K $
5Full Truck Alliance Co Ltd 3,152,83326.1K $
6Autohome Inc 1,142,96620K $
7DBX ETF Trust 23,183749 $
8KraneShares CSI China Internet ETF 19,226541 $
9Canaan Inc 1,194,556495 $
10Magnachip Semiconductor Corp 57,011164 $
11Baozun Inc 60,222153 $
12DouYu International Holdings Ltd 12,19859 $

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Sector breakdown

  • Consumer discretionary 41.5 %
  • Communication 12.6 %
  • Unattributed 45.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.4 %
  • Cayman Islands 14.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States8216.9K $85.40 %
2Cayman Islands437.1K $14.60 %
Cite this page

Titelia. "Holdings of Polunin Capital Partners Ltd". https://titelia.com/en/funds/US13F1629869