PCP
DQ

Polunin Capital Partners’s Daqo New Energy DQ Stock Holding History

Polunin Capital Partners’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.3M Sell
1,714,923
-27,741
-2% -$503K 5.22% 10
2026
Q1 		$36.4M Buy
1,742,664
+283,959
+19% +$6.92M 9.44% 4
2025
Q4 		$36.7M Buy
1,458,705
+174,747
+14% +$5.33M 5.66% 7
2025
Q3 		$37.2M Buy
+1,283,958
New +$30.1M 5.47% 7

Other funds holding DQ

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Polunin Capital Partners's DQ Position: Q2 2026 in Review

Polunin Capital Partners reduced its Daqo New Energy (DQ) stake by 1.6% in Q2 2026, selling an estimated $503K and leaving 1,714,923 shares worth $21.3M. The position accounts for 5.22% of the portfolio, ranked #10.

Polunin Capital Partners first reported a position in DQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.2M in Q3 2025. 6 funds tracked by Wall St. Rank hold DQ as of Q2 2026.

  • Polunin Capital Partners held 1,714,923 shares of Daqo New Energy worth $21.3M as of Q2 2026.
  • Polunin Capital Partners sold 27,741 Daqo New Energy shares in Q2 2026, an estimated $503K.
  • Daqo New Energy made up 5.22% of Polunin Capital Partners's portfolio in Q2 2026, its #10 holding.
  • Polunin Capital Partners first reported a position in Daqo New Energy in Q3 2025 and has held it in 4 quarters since.
  • Polunin Capital Partners's Daqo New Energy position peaked at $37.2M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.