Polunin Capital Partners Ltd has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was submitted on October 20, 2026, by Paul Parsons, the Director and Chief Compliance Officer for the firm, which is headquartered at 10 Cavalry Square in London.
The report lists a total of 24 distinct equity securities held by the firm. The largest position disclosed in the filing is B2Gold Corp, a Canadian gold mining company, for which Polunin holds 7,208,001 shares valued at $7,208,001. The firm also holds significant positions in Full Truck Alliance Co Ltd, a Chinese logistics platform, with 3,035,033 shares valued at $3,035,033, and Galiano Gold Inc, a gold mining company, with 1,834,017 shares valued at $1,834,017.
Other notable holdings include Canaan Inc, a Chinese cryptocurrency mining hardware company, with 74,382 shares; Canadian Solar Inc, a solar energy manufacturer, with 2,085,914 shares; and Hello Group Inc (Momo), a Chinese social networking platform, with 835,119 shares. The filing also lists several other companies across various sectors, including digital payments, technology, and energy, such as PagSeguro Digital Ltd, StoneCo Ltd, Globant S.A., and Daqo New Energy Corp.
