North of South Capital LLP 13F Holdings

CIK 0002033334 · LONDON, X0

As of Sep 30, 2025, North of South Capital LLP reported 23 positions worth .0B in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
JDCOM INCJDConsumer Cyclical4,072,931 42.5M13.69%
FULL TRUCK ALLIANCE CO LTDYMMTechnology10,607,375 37.6M13.22%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology456,345 27.5M12.25%
PAN AMERICAN SILVER CORPPAASBasic Materials3,000,056 16.2M11.17%
ICICI BANK LTDIBNFinancial Services3,238,233$97.9M9.41%
KT CORPKTCommunication Services4,283,287$83.5M8.03%
VIPSHOP HOLDINGS LTDVIPSConsumer Cyclical3,355,999$65.9M6.33%
AUTOHOME INCATHMCommunication Services2,284,939$65.2M6.27%
BAIDU INCBIDUCommunication Services415,245$54.7M5.26%
LAUREATE EDUCATION INCLAURConsumer Defensive1,605,311$50.6M4.87%
YPF SOCIEDAD ANONIMAYPFEnergy1,619,983$39.3M3.78%
CONTROLADORA VUELA COMPANIA DE AVIACION SAB DE CVVLRSIndustrials5,081,733$36.5M3.51%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical35,003$6.3M0.60%
AXIA ENERGIAAXIAUtilities439,682$4.4M0.42%
PETROBRAPBREnergy285,373$3.6M0.35%
AURA MINERALS INCAUGOBasic Materials82,986$3.1M0.30%
MILLICOM INTERNATIONAL CELLULAR SATIGOCommunication Services27,054 .3M0.13%
SK TELECOM CO LTDSKMCommunication Services52,439 .1M0.11%
CREDICORP LTDBAPFinancial Services4,000 .1M0.10%
UNITED MICROELECTRONICS CORPUMCTechnology125,000$947.5K0.09%
MCEWEN INCMUXBasic Materials50,000$855.0K0.08%
GRUPO TELEVISA SABTVCommunication Services100,000$269.0K0.03%
BANCO BBVA ARGENTINA S A——30,000$249.6K0.02%