Polunin Capital Partners’s Weibo WB Stock Holding History

Polunin Capital Partners’s Portfolio WB Stock Details WB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.6M	Buy	+2,926,338	New	+$23.9M	5.54%	9
2025 Q3	–	Sell	-561,050	Closed	-$5.48M	–	29
2025 Q2	$5.48M	Hold	561,050	–	–	0.9%	16
2025 Q1	$4.4M	Sell	561,050 -14,700	-3%	-$149K	0.89%	15
2024 Q4	$5.6M	Buy	575,750 +73,412	+15%	+$703K	1.38%	13
2024 Q3	$4.57M	Buy	+502,338	New	+$3.95M	1.07%	16
2023 Q4	–	Sell	-1,498,173	Closed	-$18.8M	–	30
2023 Q3	$18.8M	Sell	1,498,173 -39,500	-3%	-$526K	4.23%	13
2023 Q2	$20.2M	Buy	1,537,673 +249,200	+19%	+$3.96M	4.14%	13
2023 Q1	$25.8M	Buy	+1,288,473	New	+$26.4M	5.35%	10

Other funds holding WB

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Polunin Capital Partners opened a new position in Weibo (WB) in Q2 2026: 2,926,338 shares worth $22.6M. The stake represents 5.54% of the portfolio and ranks #9 among its holdings. This is a return to the name: Polunin Capital Partners previously reported a position in WB as recently as Q2 2025.

Polunin Capital Partners first reported a position in WB in Q1 2023 and has held it in 8 quarters since. The position peaked at $25.8M in Q1 2023. 134 funds tracked by Wall St. Rank hold WB as of Q2 2026.

Polunin Capital Partners held 2,926,338 shares of Weibo worth $22.6M as of Q2 2026.
Weibo was a new Polunin Capital Partners position in Q2 2026.
Weibo made up 5.54% of Polunin Capital Partners's portfolio in Q2 2026, its #9 holding.
Polunin Capital Partners first reported a position in Weibo in Q1 2023 and has held it in 8 quarters since.
Polunin Capital Partners's Weibo position peaked at $25.8M in Q1 2023.
134 funds tracked by Wall St. Rank held Weibo as of Q2 2026.

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