North Of South Capital LLP Top Holdings and 13F Report (2026) About North Of South Capital LLPInvestment ActivityNorth Of South Capital LLP has $1.36 billion in total holdings as of June 30, 2026.North Of South Capital LLP owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 20.22% of the portfolio was purchased this quarter.About 7.20% of the portfolio was sold this quarter.This quarter, North Of South Capital LLP has purchased 29 new stocks and bought additional shares in 11 stocks.North Of South Capital LLP sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings ICICI Bank $252,283,705YPF Sociedad Anónima $182,951,364JD.com $169,743,811Taiwan Semiconductor Manufacturing $158,055,134Full Truck Alliance $105,040,694 Largest New Holdings this Quarter 98850P109 - Yum China $62,795,978 Holding40415F101 - HDFC Bank $41,154,087 Holding46591M109 - JOYY $2,618,549 Holding Largest Purchases this Quarter Yum China 1,536,481 shares (about $62.80M)JD.com 2,250,164 shares (about $57.33M)HDFC Bank 1,593,267 shares (about $41.15M)JSC KASPI.KZ 417,709 shares (about $36.19M)YPF Sociedad Anónima 499,310 shares (about $22.70M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 76,420 shares (about $36.50M)Pan American Silver 552,397 shares (about $24.74M)Laureate Education 355,184 shares (about $12.90M)United Microelectronics 354,375 shares (about $9.64M)Autohome 272,443 shares (about $5.18M) 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$252,283,705$7,271,318 â–²3.0%8,690,44818.6%FinanceYPFYPF Sociedad Anónima$182,951,364$22,703,626 â–²14.2%4,023,56213.5%EnergyJDJD.com$169,743,811$57,334,179 â–²51.0%6,661,84512.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$158,055,134$36,495,899 â–¼-18.8%330,95711.6%TechnologyYMMFull Truck Alliance$105,040,694$14,761,535 â–²16.4%12,936,0467.7%IndustrialsBIDUBaidu$105,025,767$20,531,284 â–²24.3%918,9417.7%Communication ServicesJSC KASPI.KZ$85,547,470$36,190,308 â–²73.3%987,3906.3%SPONSORED ADSATHMAutohome$65,238,418$5,184,590 â–¼-7.4%3,428,1884.8%Communication ServicesYUMCYum China$62,795,978$62,795,978 â–²New Holding1,536,4814.6%Consumer DiscretionaryLAURLaureate Education$42,556,435$12,900,283 â–¼-23.3%1,171,7083.1%Consumer DiscretionaryHDBHDFC Bank$41,154,087$41,154,087 â–²New Holding1,593,2673.0%FinancePAASPan American Silver$26,816,355$24,741,861 â–¼-48.0%598,7132.0%MaterialsTGSTransportadora De Gas Sa Ord B$25,658,298$6,601,398 â–²34.6%863,0441.9%EnergyINDAiShares MSCI India ETF$10,914,5480.0%220,9870.8%ETFKTKT$4,021,367$2,376,276 â–²144.4%232,7180.3%Communication ServicesVISTVista Energy$2,644,063$4,849 â–¼-0.2%41,4430.2%EnergyYYJOYY$2,618,549$2,618,549 â–²New Holding39,6810.2%Communication ServicesBABAAlibaba Group$2,381,840$1,078,623 â–¼-31.2%24,8160.2%Consumer DiscretionaryHMYHarmony Gold Mining$2,143,789$98,196 â–²4.8%140,9460.2%MaterialsPBRPetroleo Brasileiro S.A.- Petrobras$2,128,514$1,550,843 â–¼-42.1%131,7150.2%EnergyEBRCentrais El�tricas Brasileiras$1,872,679$284,339 â–²17.9%177,3370.1%UtilitiesBAPCredicorp$1,734,800$997,715 â–¼-36.5%4,4530.1%FinanceUMCUnited Microelectronics$1,379,547$9,642,544 â–¼-87.5%50,7000.1%TechnologyLOMALoma Negra Compania Industrial Argentina$1,239,314$633,517 â–¼-33.8%108,2370.1%MaterialsTLKPT Telekomunikasi Indonesia, Tbk$943,578$18,990 â–²2.1%70,2590.1%Communication ServicesMUXMcEwen$906,5000.0%50,0000.1%MaterialsBBARBBVA Banco Frances$588,3000.0%30,0000.0%FinanceTVGrupo Televisa$271,0000.0%100,0000.0%Communication ServicesLATAM AIRLINES G$0$1,950,655 â–¼-100.0%00.0%SPONSORED ADRAMXAmerica Movil$0$1,059,025 â–¼-100.0%00.0%Communication ServicesTSTenaris$0$1,052,302 â–¼-100.0%00.0%EnergyAURA MINERALS$0$596,006 â–¼-100.0%00.0%COMMON STOCKShowing largest 100 holdings. 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