Portfolio (Quarterly) Guide ↗

Polunin Capital Partners Ltd

· CIK 0001629869

13F Portfolio $407M AUM 19 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 4 Added 7 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BABA	ALIBABA GROUP HLDG LTD	Consumer Cyclical	862,604	$105.5M	27.38%	SOLD
2	KWEB	KRANESHARES TRUST	—	19,226	$541K	0.14%	SOLD
3	DOYU	DOUYU INTL HLDGS LTD	Communication Services	12,198	$59K	0.01%	SOLD

Sector Allocation

Technology 55.6%

Communication Services 21.2%

Consumer Cyclical 13.7%

Energy 7.8%

Financial Services 0.9%

Basic Materials 0.8%