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Polunin Capital Partners’s Magnachip Semiconductor MX Stock Holding History

Polunin Capital Partners’s Portfolio MX Stock Details MX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
59,811
+2,800
+5% +$13.6K 0.06% 17
2026
Q1 		$164K Sell
57,011
-278,137
-83% -$793K 0.04% 14
2025
Q4 		$1.01M Sell
335,148
-12,947
-4% -$36K 0.16% 18
2025
Q3 		$1.11M Sell
348,095
-10,400
-3% -$35.2K 0.16% 21
2025
Q2 		$1.45M Hold
358,495
– – 0.24% 21
2025
Q1 		$950K Sell
358,495
-8,700
-2% -$36.6K 0.19% 23
2024
Q4 		$1.53M Hold
367,195
– – 0.38% 20
2024
Q3 		$1.81M Sell
367,195
-8,300
-2% -$40.3K 0.42% 20
2024
Q2 		$1.83M Hold
375,495
– – 0.31% 21
2024
Q1 		$2.1M Hold
375,495
– – 0.32% 19
2023
Q4 		$2.82M Buy
375,495
+157,683
+72% +$1.15M 0.53% 21
2023
Q3 		$1.81M Hold
217,812
– – 0.41% 24
2023
Q2 		$2.44M Buy
217,812
+6,100
+3% +$59.7K 0.5% 24
2023
Q1 		$1.96M Hold
211,712
– – 0.41% 23
2022
Q4 		$1.99M Sell
211,712
-1,800
-0.8% -$17.4K 0.5% 21
2022
Q3 		$2.19M Hold
213,512
– – 0.76% 17
2022
Q2 		$3.1M Hold
213,512
– – 0.94% 12
2022
Q1 		$3.61M Sell
213,512
-9,100
-4% -$163K 1.01% 9
2021
Q4 		$4.67M Buy
+222,612
New +$4.11M 1.51% 7
2021
Q3 		– Sell
-228,298
Closed -$5.45M – 10
2021
Q2 		$5.45M Hold
228,298
– – 1.68% 8
2021
Q1 		$5.68M Sell
228,298
-29,500
-11% -$579K 2.94% 7
2020
Q4 		$3.48M Hold
257,798
– – 1.36% 9
2020
Q3 		$3.53M Sell
257,798
-4,700
-2% -$56K 0.93% 11
2020
Q2 		$2.7M Hold
262,498
– – 0.65% 13
2020
Q1 		$2.9M Buy
262,498
+256,281
+4,122% +$3.11M 1.16% 12
2019
Q4 		$72K Buy
+6,217
New +$72.9K 0.02% 16

Other funds holding MX

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Polunin Capital Partners increased its Magnachip Semiconductor (MX) stake by 4.9% in Q2 2026, buying an estimated $13.6K and bringing the position to 59,811 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #17.

Polunin Capital Partners first reported a position in MX in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.68M in Q1 2021. 76 funds tracked by Wall St. Rank hold MX as of Q2 2026.

  • Polunin Capital Partners held 59,811 shares of Magnachip Semiconductor worth $240K as of Q2 2026.
  • Polunin Capital Partners bought 2,800 Magnachip Semiconductor shares in Q2 2026, an estimated $13.6K.
  • Magnachip Semiconductor made up 0.06% of Polunin Capital Partners's portfolio in Q2 2026, its #17 holding.
  • Polunin Capital Partners first reported a position in Magnachip Semiconductor in Q4 2019 and has held it in 26 quarters since.
  • Polunin Capital Partners's Magnachip Semiconductor position peaked at $5.68M in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Magnachip Semiconductor as of Q2 2026.

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