Polunin Capital Partners Ltd
LONDON X0 · SEC CIK 0001629869
$4.07亿2026Q2 申报市值
19持仓数
92.8%前十大占比 · 第一大 18.9%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WB 新建仓+$2,259.10万
TUYA 新建仓+$544.30万
PPLT 新建仓+$359.50万
ATHM 加仓+$185.10万
CSIQ 加仓+$178.06万
2026Q2 卖出最多 按季末市值估算
BABA 清仓-$1.06亿
ACMR 减仓-$152.65万
PAGS 减仓-$80.29万
BIDU 减仓-$58.77万
KWEB 清仓-$54.10万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACMR | ACM RESH INC | $7,709.50万 | 18.92% | 748,498 | -14,820 | -1.9% | -$152.65万 | 减仓 |
| JD | JD.COM INC | $5,547.30万 | 13.62% | 1,967,136 | 19,468 | 1.0% | $54.90万 | 重新持有 |
| PAGS | PAGSEGURO DIGITAL LTD | $4,549.20万 | 11.17% | 4,918,011 | -86,800 | -1.7% | -$80.29万 | 减仓 |
| STNE | STONECO LTD | $3,933.50万 | 9.65% | 3,508,909 | 154,146 | 4.6% | $172.80万 | 加仓 |
| BIDU | BAIDU INC | $3,331.30万 | 8.18% | 283,440 | -5,000 | -1.7% | -$58.77万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $3,184.90万 | 7.82% | 2,120,414 | 118,545 | 5.9% | $178.06万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $2,655.40万 | 6.52% | 3,098,533 | -54,300 | -1.7% | -$46.53万 | 减仓 |
| ATHM | AUTOHOME INC | $2,505.30万 | 6.15% | 1,234,149 | 91,183 | 8.0% | $185.10万 | 加仓 |
| WB | WEIBO CORP | $2,259.10万 | 5.54% | 2,926,338 | 2,926,338 | — | $2,259.10万 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP | $2,126.50万 | 5.22% | 1,714,923 | -27,741 | -1.6% | -$34.40万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $1,061.50万 | 2.61% | 696,950 | -9,800 | -1.4% | -$14.93万 | 重新持有 |
| TUYA | TUYA INC | $544.30万 | 1.34% | 2,958,145 | 2,958,145 | — | $544.30万 | 新建仓 |
| MOMO | HELLO GROUP INC | $506.10万 | 1.24% | 835,119 | -18,100 | -2.1% | -$10.97万 | 重新持有 |
| PPLT | ABRDN PLATINUM ETF TRUST | $359.50万 | 0.88% | 243,370 | 243,370 | — | $359.50万 | 新建仓 |
| GAU | GALIANO GOLD INC | $343.00万 | 0.84% | 1,834,017 | -13,100 | -0.7% | -$2.45万 | 减仓 |
| ASHR | DBX ETF TR | $82.00万 | 0.20% | 23,183 | 0 | 0.0% | — | 不变 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $24.00万 | 0.06% | 59,811 | 2,800 | 4.9% | $1.12万 | 加仓 |
| — | BAOZUN INC | $17.10万 | 0.04% | 60,222 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC | $2.30万 | 0.01% | 74,382 | -1,120,174 | -93.8% | -$34.64万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -862,604 | -100.0% | -$1.06亿 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -19,226 | -100.0% | -$54.10万 | 清仓 |
| — | DOUYU INTL HLDGS LTD | $0 | 0.00% | 0 | -12,198 | -100.0% | -$5.90万 | 清仓 |