Paul Parsons
Polunin Capital Partners Ltd
Assets Managed
$385.376M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-40.62%(2Q avg: -22.59%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Polunin Capital Partners Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.
Assets under management
The assets under management (AUM) of Polunin Capital Partners Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 385.376M in assets, with a quarterly growth rate of -40.62% and a 2-quarter average growth rate of -22.59%. The portfolio is managed by Paul Parsons, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BABA Alibaba Group Holding-sp Adr
| 27.38% | $105.505M 862,604 shares@ $122.31 avg price | Decreased -37.66% |
PAGS Pagseguro Digital Ltd-cl A
| 13.81% | $53.201M 5.005M shares@ $10.63 avg price | Increased 12.47% |
STNE Stoneco Ltd-a
| 12.43% | $47.872M 3.355M shares@ $14.27 avg price | Decreased -0.05% |
DQ Daqo New Energy Corp-adr
| 9.44% | $36.369M 1.743M shares@ $20.87 avg price | Increased 19.47% |
BIDU Baidu Inc - Spon Adr
| 8.33% | $32.098M 288,440 shares@ $111.29 avg price | Decreased -30.24% |
ACMR Acm Research Inc-class A
| 8.26% | $31.807M 763,318 shares@ $41.67 avg price | New Position |
YMM Full Truck Alliance -spn Adr
| 6.78% | $26.105M 3.153M shares@ $8.28 avg price | Increased 0.03% |
CSIQ Canadian Solar Inc
| 6.65% | $25.624M 2.002M shares@ $12.81 avg price | Decreased -0.39% |
ATHM Autohome Inc-adr
| 5.19% | $19.979M 1.143M shares@ $17.48 avg price | Decreased -0.07% |
GAU Galiano Gold Inc
| 1.21% | $4.655M 1.847M shares@ $2.53 avg price | Decreased -0.7% |
1-10 of 16