Polunin Capital Partners Ltd Portfolio Holdings
Q3 2025•6 long positions•$117.6M portfolio value
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Holding11 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $63.5M 54.04% | -$2.0M Sold | 1.26% 3.4M shares | 3.5M → 3.4M −$2.0M | -3.03% | $5.1B Mid Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $44.3M 37.71% | +$6.0M Bought | 1.52% 4.4M shares | 3.8M → 4.4M +$6.0M | +15.59% | $2.9B Mid Cap | Q3 2022 Held for 3y 2m | |
Gold Basic Materials | $5.5M 4.71% | -$143.8K Sold | 0.254% 515.7K shares | 529.1K → 515.7K −$143.8K | -2.53% | $2.2B Mid Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 1.47% | — | — 41.1K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 1.15% | — | — 40.8K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $1.1M 0.927% | -$32.6K Sold | 0.969% 348.1K shares | 358.5K → 348.1K −$32.6K | -2.9% | $112.4M Micro Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | - — | +- New | — - shares | 0 → - +- | New | — — | Q1 2024 Held for 1y 8m | |
Auto - Parts Consumer Cyclical | - — | -$25.9M Sold | — - shares | 1.2M → 0 −$25.9M | Sold | $2.8B Mid Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | - — | +- New | — - shares | 0 → - +- | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | - — | +- New | — - shares | 0 → - +- | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | - — | +- New | — - shares | 0 → - +- | New | — — | Q4 2023 Held for 1y 11m |
