Polunin Capital Partners Ltd 13F 持仓 · 2026年Q2
Polunin Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 4.07 亿美元。前几大持仓：ACMR（18.92%）、JD（13.62%）、PAGS（11.17%）。本季前 25 大持仓中：新建仓 6 只、增持 4 只、减持 7 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACMR | ACM RESH INC | $77.1M | 18.92% | 748,498 | 减持 |
| 2 | JD | JD.COM INC | $55.5M | 13.62% | 2.0M | 新建仓 |
| 3 | PAGS | PAGSEGURO DIGITAL LTD | $45.5M | 11.17% | 4.9M | 减持 |
| 4 | STNE | STONECO LTD | $39.3M | 9.65% | 3.5M | 增持 |
| 5 | BIDU | BAIDU INC | $33.3M | 8.18% | 283,440 | 减持 |
| 6 | CSIQ | CANADIAN SOLAR INC | $31.8M | 7.82% | 2.1M | 增持 |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | $26.6M | 6.52% | 3.1M | 减持 |
| 8 | ATHM | AUTOHOME INC | $25.1M | 6.15% | 1.2M | 增持 |
| 9 | WB | WEIBO CORP | $22.6M | 5.54% | 2.9M | 新建仓 |
| 10 | DQ | DAQO NEW ENERGY CORP | $21.3M | 5.22% | 1.7M | 减持 |
| 11 | HIMX | HIMAX TECHNOLOGIES INC | $10.6M | 2.61% | 696,950 | 新建仓 |
| 12 | TUYA | TUYA INC | $5.4M | 1.34% | 3.0M | 新建仓 |
| 13 | MOMO | HELLO GROUP INC | $5.1M | 1.24% | 835,119 | 新建仓 |
| 14 | PPLT | ABRDN PLATINUM ETF TRUST | $3.6M | 0.88% | 243,370 | 新建仓 |
| 15 | GAU | GALIANO GOLD INC | $3.4M | 0.84% | 1.8M | 减持 |
| 16 | ASHR | DBX ETF TR | $820,000 | 0.20% | 23,183 | 持平 |
| 17 | MX | MAGNACHIP SEMICONDUCTOR CORP | $240,000 | 0.06% | 59,811 | 增持 |
| 18 | BZUN | BAOZUN INC | $171,000 | 0.04% | 60,222 | 持平 |
| 19 | CAN | CANAAN INC | $23,000 | 0.01% | 74,382 | 减持 |
| 20 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | 清仓 |
| 21 | DOYU | DOUYU INTL HLDGS LTD | $0 | 0.00% | 0 | 清仓 |
| 22 | KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR