Polunin Capital Partners
Polunin Capital Partners reported 24 stocks worth $497K in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are STNE (13.3%), PAGS (13.2%) and ACMR (10.4%). Compared with Q2 2026, the fund opened new positions in EPAM, BTG and DXC, added to STNE, PAGS and BZUN and trimmed ACMR, JD and YMM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STNE Stoneco Ltd | $66K | 13.3% | 5.7M | +2.2M (+62%) | 8 of 8 | |
| 2 |  PAGS Pagseguro Digital Ltd | $66K | 13.2% | 6.1M | +1.2M (+25%) | 8 of 8 | |
| 3 |  ACMR Acm Resh Inc | $52K | 10.4% | 731K | −17K (−2%) | 3 of 8 | |
| 4 |  JD Jd.com Inc | $52K | 10.4% | 1.9M | −43K (−2%) | 7 of 8 | |
| 5 |  EPAM Epam Sys Inc | $48K | 9.6% | 418K | New position | 1 of 8 | |
| 6 |  BTG B2GOLD Corp | $37K | 7.4% | 7.2M | New position | 1 of 8 | |
| 7 |  YMM Full Truck Alliance Co Ltd | $25K | 5.1% | 3M | −64K (−2%) | 8 of 8 | |
| 8 |  ATHM Autohome Inc | $25K | 5.0% | 1.2M | −20K (−2%) | 8 of 8 | |
| 9 |  BIDU Baidu Inc F | $23K | 4.7% | 278K | −5,800 (−2%) | 7 of 8 | |
| 10 |  CSIQ Canadian Solar Inc | $23K | 4.6% | 2.1M | −35K (−2%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Polunin Capital Partners 13F FAQ
What does Polunin Capital Partners own?
Polunin Capital Partners reported 24 stocks worth $497K in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are STNE (13.3%), PAGS (13.2%) and ACMR (10.4%). The table above lists every position in the filing (the top 10 without an account).
What did Polunin Capital Partners buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 3 added to, 8 trimmed and 0 sold out. New positions include EPAM, BTG and DXC.
When will Polunin Capital Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Polunin Capital Partners's portfolio worth?
The Q3 2026 filing reports $497K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.