North Of South Capital LLP Top Holdings and 13F Report (2026) About North Of South Capital LLPInvestment ActivityNorth Of South Capital LLP has $1.11 billion in total holdings as of March 31, 2026.North Of South Capital LLP owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 23.74% of the portfolio was purchased this quarter.About 22.20% of the portfolio was sold this quarter.This quarter, North Of South Capital LLP has purchased 27 new stocks and bought additional shares in 12 stocks.North Of South Capital LLP sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings ICICI Bank $218,595,275YPF Sociedad Anónima $162,890,927Taiwan Semiconductor Manufacturing $137,673,057JD.com $130,453,407Full Truck Alliance $92,280,421 Largest New Holdings this Quarter 893870204 - Transportadora De Gas Sa Ord B $22,184,975 Holding46429B598 - iShares MSCI India ETF $10,351,031 Holding92837L109 - Vista Energy $3,133,439 Holding715684106 - PT Telekomunikasi Indonesia, Tbk $1,286,025 Holding02390A101 - America Movil $1,059,025 Holding Largest Purchases this Quarter YPF Sociedad Anónima 1,853,874 shares (about $85.69M)JSC KASPI.KZ 551,444 shares (about $40.85M)Baidu 313,286 shares (about $34.91M)ICICI Bank 1,051,532 shares (about $27.23M)Autohome 1,427,767 shares (about $24.80M) Largest Sales this Quarter KT 4,434,209 shares (about $95.11M)Pan American Silver 996,452 shares (about $54.44M)Taiwan Semiconductor Manufacturing 46,403 shares (about $15.68M)AURA MINERALS 20,494 shares (about $1.67M)Credicorp 3,505 shares (about $1.19M) 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$218,595,275$27,234,679 ▲14.2%8,439,97219.6%FinanceYPFYPF Sociedad Anónima$162,890,927$85,686,056 ▲111.0%3,524,25214.6%EnergyTSMTaiwan Semiconductor Manufacturing$137,673,057$15,681,894 ▼-10.2%407,37712.4%Computer and TechnologyJDJD.com$130,453,407$4,691,842 ▲3.7%4,411,68111.7%Retail/WholesaleYMMFull Truck Alliance$92,280,421$2,243,507 ▲2.5%11,118,1238.3%Business ServicesBIDUBaidu$82,372,695$34,906,326 ▲73.5%739,2997.4%Computer and TechnologyATHMAutohome$64,279,960$24,800,313 ▲62.8%3,700,6315.8%Computer and TechnologyPAASPan American Silver$62,885,139$54,436,173 ▼-46.4%1,151,1105.6%Basic MaterialsLAURLaureate Education$53,196,917$365,541 ▼-0.7%1,526,8924.8%Consumer DiscretionaryJSC KASPI.KZ$42,196,272$40,845,457 ▲3,023.8%569,6813.8%SPONSORED ADSTGSTransportadora De Gas Sa Ord B$22,184,975$22,184,975 ▲New Holding640,9992.0%EnergyINDAiShares MSCI India ETF$10,351,031$10,351,031 ▲New Holding220,9870.9%ETFPBRPetroleo Brasileiro S.A.- Petrobras$4,724,422$792,027 ▼-14.4%227,6830.4%EnergyBABAAlibaba Group$4,523,334$419,538 ▼-8.5%36,0540.4%Retail/WholesaleUMCUnited Microelectronics$3,637,574$1,823,614 ▲100.5%405,0750.3%Computer and TechnologyVISTVista Energy$3,133,439$3,133,439 ▲New Holding41,5190.3%EnergyBAPCredicorp$2,379,009$1,188,826 ▼-33.3%7,0140.2%FinanceHMYHarmony Gold Mining$2,067,111$603,826 ▲41.3%134,4900.2%Basic MaterialsKTKT$2,042,083$95,113,788 ▼-97.9%95,2020.2%Computer and TechnologyLATAM AIRLINES G$1,950,655$1,122,881 ▲135.7%39,4550.2%SPONSORED ADRLOMALoma Negra Compania Industrial Argentina$1,813,947$483,147 ▲36.3%163,5660.2%ConstructionEBRCentrais El�tricas Brasileiras$1,696,636$738,095 ▲77.0%150,4110.2%UtilitiesTLKPT Telekomunikasi Indonesia, Tbk$1,286,025$1,286,025 ▲New Holding68,8450.1%UtilitiesAMXAmerica Movil$1,059,025$1,059,025 ▲New Holding41,5630.1%Computer and TechnologyTSTenaris$1,052,302$1,052,302 ▲New Holding18,0870.1%IndustrialsMUXMcEwen$1,021,0000.0%50,0000.1%Basic MaterialsAURA MINERALS$596,006$1,672,309 ▼-73.7%7,3040.1%COMMON STOCKBBARBBVA Banco Frances$481,8000.0%30,0000.0%FinanceTVGrupo Televisa$291,0000.0%100,0000.0%UtilitiesVIPSVipshop$0$40,026,862 ▼-100.0%00.0%Computer and TechnologyVLRSControladora Vuela Compania de Aviacion$0$35,487,117 ▼-100.0%00.0%TransportationTIGOMillicom International Cellular$0$1,499,874 ▼-100.0%00.0%Computer and TechnologyAXIA ENERGIA-ADR$0$429,383 ▼-100.0%00.0%SPONSORED ADRShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
