North Of South Capital LLP Top Holdings and 13F Report (2025) About North Of South Capital LLPInvestment ActivityNorth Of South Capital LLP has $895.19 million in total holdings as of March 31, 2025.North Of South Capital LLP owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 9.83% of the portfolio was sold this quarter.This quarter, North Of South Capital LLP has purchased 18 new stocks and bought additional shares in 4 stocks.North Of South Capital LLP sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alibaba Group $241,830,687JD.com $136,278,835Full Truck Alliance $78,636,741Taiwan Semiconductor Manufacturing $73,173,962KT $67,856,237 Largest New Holdings this Quarter 15234Q207 - Centrais Elétricas Brasileiras S.A. - Eletrobrás $1,559,529 HoldingL6388F110 - Millicom International Cellular $1,358,548 Holding893870204 - Transportadora de Gas del Sur $661,500 Holding058934100 - Banco BBVA Argentina $543,600 Holding Largest Purchases this Quarter JD.com 414,366 shares (about $17.04M)Full Truck Alliance 465,439 shares (about $5.94M)YPF Sociedad Anónima 150,366 shares (about $5.27M)Vipshop 195,346 shares (about $3.06M)Centrais Elétricas Brasileiras S.A. - Eletrobrás 219,652 shares (about $1.56M) Largest Sales this Quarter Embraer 441,920 shares (about $20.42M)Alibaba Group 146,896 shares (about $19.42M)Taiwan Semiconductor Manufacturing 75,597 shares (about $12.55M)KT 386,132 shares (about $6.84M)Baidu 57,610 shares (about $5.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Of South Capital LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABAAlibaba Group$241,830,687$19,424,058 ▼-7.4%1,828,86427.0%Retail/WholesaleJDJD.com$136,278,835$17,038,730 ▲14.3%3,314,17415.2%Retail/WholesaleYMMFull Truck Alliance$78,636,741$5,943,656 ▲8.2%6,157,9288.8%Business ServicesTSMTaiwan Semiconductor Manufacturing$73,173,962$12,549,102 ▼-14.6%440,8078.2%Computer and TechnologyKTKT$67,856,237$6,838,398 ▼-9.2%3,831,5217.6%Computer and TechnologyVIPSVipshop$62,613,345$3,063,025 ▲5.1%3,993,1987.0%Computer and TechnologyATHMAutohome$54,191,436$288,066 ▼-0.5%1,954,9586.1%Computer and TechnologyBIDUBaidu$51,282,521$5,301,848 ▼-9.4%557,2375.7%Computer and TechnologyYPFYPF Sociedad Anónima$48,612,744$5,268,825 ▲12.2%1,387,3505.4%EnergyLAURLaureate Education$25,686,5290.0%1,256,0652.9%Consumer DiscretionaryVLRSControladora Vuela Compañía de Aviación$25,635,973$143,414 ▼-0.6%4,911,1062.9%TransportationERJEmbraer$20,015,734$20,416,704 ▼-50.5%433,2412.2%AerospacePBRPetróleo Brasileiro S.A. - Petrobras$2,557,682$286,800 ▼-10.1%178,3600.3%EnergyIBNICICI Bank$1,609,2540.0%51,0550.2%FinanceEBRCentrais Elétricas Brasileiras S.A. - Eletrobrás$1,559,529$1,559,529 ▲New Holding219,6520.2%UtilitiesTIGOMillicom International Cellular$1,358,548$1,358,548 ▲New Holding44,8810.2%Computer and TechnologySKMSK Telecom$912,4150.0%42,9170.1%Computer and TechnologyTGSTransportadora de Gas del Sur$661,500$661,500 ▲New Holding25,0000.1%EnergyBBARBanco BBVA Argentina$543,600$543,600 ▲New Holding30,0000.1%FinanceTVGrupo Televisa, S.A.B.$175,0000.0%100,0000.0%UtilitiesSQMSociedad Química y Minera de Chile$0$21,708,993 ▼-100.0%00.0%Basic MaterialsUMCUnited Microelectronics$0$1,041,703 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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