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Portfolio (Quarterly) Guide ↗

Polunin Capital Partners Ltd

· CIK 0001629869
13F Portfolio $649M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KWEB KRANESHARES TRUST 19,226.0 $687K 0.11% NEW $35.73 -29.4%
22 HTT HIGH TEMPLAR TECHNOLOGY LTD Financial Services 112,803.0 $342K 0.05% NEW $3.03 +2.2%
23 BZUN BAOZUN INC Consumer Cyclical 60,222.0 $168K 0.03% NEW $2.79 +0.0%
24 LUFAX HOLDING LTD 41,924.0 $110K 0.02% NEW $2.62
Page 2 of 2  ·  24 positions

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
Consumer Cyclical 44.1%
Technology 26.2%
Communication Services 18.0%
Energy 6.7%
Basic Materials 5.0%
Financial Services 0.1%