North Of South Capital LLP Top Holdings and 13F Report (2026) About North Of South Capital LLPInvestment ActivityNorth Of South Capital LLP has $1.45 billion in total holdings as of September 30, 2026.North Of South Capital LLP owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 15.10% of the portfolio was purchased this quarter.About 9.98% of the portfolio was sold this quarter.This quarter, North Of South Capital LLP has purchased 28 new stocks and bought additional shares in 15 stocks.North Of South Capital LLP sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings ICICI Bank $242,273,075JD.com $228,625,909YPF Sociedad Anónima $177,412,877Taiwan Semiconductor Manufacturing $156,805,276Full Truck Alliance $125,171,189 Largest New Holdings this Quarter 89677Q107 - Trip.com Group $4,568,170 HoldingP31076105 - Copa $3,209,888 Holding456788108 - Infosys $1,416,005 Holding Largest Purchases this Quarter Credicorp 205,299 shares (about $77.99M)JD.com 1,933,114 shares (about $51.42M)Pan American Silver 499,421 shares (about $22.73M)Full Truck Alliance 2,199,527 shares (about $18.19M)Yum China 439,619 shares (about $18.07M) Largest Sales this Quarter YPF Sociedad Anónima 484,506 shares (about $24.29M)Autohome 176,293 shares (about $3.75M)iShares MSCI India ETF 70,336 shares (about $3.28M)Alibaba Group 17,910 shares (about $1.93M)Laureate Education 10,903 shares (about $416.06K) 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 PortfolioSectorIBNICICI Bank$242,273,075$2,851,232 ▲1.2%8,793,94116.7%FinanceJDJD.com$228,625,909$51,420,832 ▲29.0%8,594,95915.8%Consumer DiscretionaryYPFYPF Sociedad Anónima$177,412,877$24,288,286 ▼-12.0%3,539,05612.2%EnergyTSMTaiwan Semiconductor Manufacturing$156,805,276$5,826,002 ▲3.9%343,72810.8%TechnologyYMMFull Truck Alliance$125,171,189$18,190,088 ▲17.0%15,135,5738.6%IndustrialsJSC KASPI.KZ$94,001,118$1,127,215 ▲1.2%999,3746.5%SPONSORED ADSYUMCYum China$81,217,710$18,068,341 ▲28.6%1,976,1005.6%Consumer DiscretionaryBAPCredicorp$79,678,492$77,986,931 ▲4,610.4%209,7525.5%FinanceATHMAutohome$69,102,769$3,746,226 ▼-5.1%3,251,8954.8%Communication ServicesPAASPan American Silver$49,976,078$22,728,650 ▲83.4%1,098,1343.4%MaterialsLAURLaureate Education$44,296,319$416,058 ▼-0.9%1,160,8053.1%Consumer DiscretionaryHDBHDFC Bank$36,826,194$1,232,609 ▲3.5%1,648,4422.5%FinanceTGSTransportadora De Gas Sa Ord B$22,019,898$376,093 ▼-1.7%848,5511.5%EnergyPBRPetroleo Brasileiro S.A. - Petrobras$7,488,970$4,740,078 ▲172.4%358,8390.5%EnergyINDAiShares MSCI India ETF$7,032,389$3,283,285 ▼-31.8%150,6510.5%ETFYYJOYY$6,537,005$3,352,605 ▲105.3%81,4580.5%Communication ServicesKTKT$4,580,556$170,550 ▲3.9%241,7180.3%Communication ServicesTCOMTrip.com Group$4,568,170$4,568,170 ▲New Holding116,8330.3%Consumer DiscretionaryHMYHarmony Gold Mining$3,384,343$886,780 ▲35.5%190,9900.2%MaterialsCPACopa$3,209,888$3,209,888 ▲New Holding24,3450.2%IndustrialsTLKPT Telekomunikasi Indonesia, Tbk$1,838,767$942,965 ▲105.3%144,2170.1%Communication ServicesUMCUnited Microelectronics$1,644,038$402,395 ▲32.4%67,1310.1%TechnologyINFYInfosys$1,416,005$1,416,005 ▲New Holding131,5990.1%TechnologyMUXMcEwen$892,5000.0%50,0000.1%MaterialsBABAAlibaba Group$742,671$1,926,041 ▼-72.2%6,9060.1%Consumer DiscretionaryBBARBBVA Banco Frances$385,5000.0%30,0000.0%FinanceTVGrupo Televisa$228,0000.0%100,0000.0%Communication ServicesBIDUBaidu$0$105,025,767 ▼-100.0%00.0%Communication ServicesVISTVista Energy$0$2,644,063 ▼-100.0%00.0%EnergyAXIA ENERGIA-ADR$0$1,872,679 ▼-100.0%00.0%SPONSORED ADRLOMALoma Negra Compania Industrial Argentina$0$1,239,314 ▼-100.0%00.0%MaterialsShowing largest 100 holdings. 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