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Portfolio (Quarterly) Guide ↗

Polunin Capital Partners Ltd

· CIK 0001629869
13F Portfolio $385M AUM 16 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 2 Added 5 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACMR ACM RESH INC Technology 763,318.0 $31.8M 8.25% NEW $41.67 +163.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.0%
Consumer Cyclical 27.5%
Communication Services 13.6%
Energy 6.7%
Basic Materials 1.2%