Institutions / North of South Capital LLP
North of South Capital LLP
CIK 2033334 · Institution · as of Dec 31, 2025
Portfolio value
$1.11B
Positions
27
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 27 →
| Company | Value | % of portfolio |
|---|---|---|
| Icici Bank LtdIBN | $220.18M | 19.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $137.90M | 12.4% |
| JD.com,Inc.JD | $122.06M | 11.0% |
| Full Truck Alliance Co. Ltd.YMM | $116.40M | 10.5% |
| Pan Amer Silver | $111.27M | 10.0% |
| Kt Corp-Adr | $85.92M | 7.7% |
| Ypf Sociedad AnonimaYPF | $60.40M | 5.4% |
| Baidu, Inc.BIDU | $55.66M | 5.0% |
| Laureate Education, Inc. | $51.76M | 4.7% |
| Autohome IncATHM | $50.59M | 4.5% |
| Vipshop Holdings LtdVIPS | $40.03M | 3.6% |
| Controladora Vuela Compania de Aviacion, S.A.B. de C.V.VLRS | $35.49M | 3.2% |
| Alibaba Group Holding LtdBABA | $5.77M | 0.5% |
| Petroleo Brasileiro S.A. Petrobras | $3.15M | 0.3% |
| Credicorp Ltd. | $3.02M | 0.3% |
| Harmony Gold Mining Co Ltd | $1.89M | 0.2% |
| United Microelectronics CorpUMC | $1.59M | 0.1% |
| Loma Negra Compania Industrial Argentina Sociedad AnonimaLOMA | $1.55M | 0.1% |
| Millicom Intl | $1.50M | 0.1% |
| Joint Stock Co Kaspi.kzKSPI | $1.42M | 0.1% |
| Aura Minerals | $1.40M | 0.1% |
| McEwen Inc. | $925.5K | 0.1% |
| Latam Airlines G | $904.3K | 0.1% |
| Axia Energia-Adr | $778.4K | 0.1% |
| Banco BBVA Argentina S.A.BBAR | $542.1K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.