Polunin Capital Partners Ltd
LONDON X0 · SEC CIK 0001629869
$3.85亿2026Q1 申报市值
16持仓数
99.4%前十大占比 · 第一大 27.4%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ACMR 新建仓+$3,180.70万
DQ 加仓+$592.62万
PAGS 加仓+$589.59万
YMM 加仓+$5,796
2026Q1 卖出最多 按季末市值估算
BABA 减仓-$6,373.79万
BVN 清仓-$1,874.00万
BIDU 减仓-$1,391.64万
JOYY 清仓-$1,052.70万
HUYA INC 清仓-$1,009.10万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $1.06亿 | 27.38% | 862,604 | -521,118 | -37.7% | -$6,373.79万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $5,320.10万 | 13.80% | 5,004,811 | 554,651 | 12.5% | $589.59万 | 加仓 |
| STNE | STONECO LTD | $4,787.20万 | 12.42% | 3,354,763 | -2,000 | -0.1% | -$2.85万 | 减仓 |
| DQ | DAQO NEW ENERGY CORP | $3,636.90万 | 9.44% | 1,742,664 | 283,959 | 19.5% | $592.62万 | 加仓 |
| BIDU | BAIDU INC | $3,209.80万 | 8.33% | 288,440 | -125,056 | -30.2% | -$1,391.64万 | 减仓 |
| ACMR | ACM RESH INC | $3,180.70万 | 8.25% | 763,318 | 763,318 | — | $3,180.70万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $2,610.50万 | 6.77% | 3,152,833 | 700 | 0.0% | $5,796 | 加仓 |
| CSIQ | CANADIAN SOLAR INC | $2,562.40万 | 6.65% | 2,001,869 | -7,900 | -0.4% | -$10.11万 | 减仓 |
| ATHM | AUTOHOME INC | $1,997.90万 | 5.18% | 1,142,966 | -900 | -0.1% | -$1.57万 | 减仓 |
| GAU | GALIANO GOLD INC | $465.50万 | 1.21% | 1,847,117 | -13,100 | -0.7% | -$3.30万 | 减仓 |
| ASHR | DBX ETF TR | $74.90万 | 0.19% | 23,183 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $54.10万 | 0.14% | 19,226 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC | $49.50万 | 0.13% | 1,194,556 | 0 | 0.0% | — | 不变 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $16.40万 | 0.04% | 57,011 | -278,137 | -83.0% | -$80.01万 | 减仓 |
| — | BAOZUN INC | $15.30万 | 0.04% | 60,222 | 0 | 0.0% | — | 不变 |
| — | DOUYU INTL HLDGS LTD | $5.90万 | 0.02% | 12,198 | -265,630 | -95.6% | -$128.48万 | 减仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -540,381 | -100.0% | -$1,874.00万 | 清仓 |
| JOYY | JOYY INC | $0 | 0.00% | 0 | -151,493 | -100.0% | -$1,052.70万 | 清仓 |
| — | HUYA INC | $0 | 0.00% | 0 | -2,719,977 | -100.0% | -$1,009.10万 | 清仓 |
| CGAU | CENTERRA GOLD INC | $0 | 0.00% | 0 | -491,629 | -100.0% | -$819.00万 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOMO | HELLO GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HIGH TEMPLAR TECHNOLOGY LTD | $0 | 0.00% | 0 | -112,803 | -100.0% | -$34.20万 | 清仓 |
| — | LUFAX HOLDING LTD | $0 | 0.00% | 0 | -41,924 | -100.0% | -$11.00万 | 清仓 |