Institutional Fund
North Of South Capital LLP
London, United KingdomCIK 20333345 filings on record
Portfolio Value
$1.11B
Q1 2026
Holdings
29
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+0.0%
from $1.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Icici Bank Limited19.6%
- Ypf Sociedad Anonima14.6%
- Taiwan Semiconductor Mfg Ltd12.4%
- Jd.Com Inc11.7%
- Full Truck Alliance Co Ltd8.3%
- Baidu Inc7.4%
- Other25.9%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Icici Bank Limited | 8.44M | $218.60M | 19.6% | +1.05M | Added |
| 2 | Ypf Sociedad Anonima | 3.52M | $162.89M | 14.6% | +1.85M | Added |
| 3 | Taiwan Semiconductor Mfg Ltd | 407.4K | $137.67M | 12.4% | −46.4K | Reduced |
| 4 | Jd.Com Inc | 4.41M | $130.45M | 11.7% | +158.7K | Added |
| 5 | Full Truck Alliance Co Ltd | 11.12M | $92.28M | 8.3% | +270.3K | Added |
| 6 | Baidu Inc | 739.3K | $82.37M | 7.4% | +313.3K | Added |
| 7 | Autohome Inc | 3.70M | $64.28M | 5.8% | +1.43M | Added |
| 8 | Pan Amern Silver Corp | 1.15M | $62.89M | 5.6% | −996.5K | Reduced |
| 9 | Laureate Education Inc | 1.53M | $53.20M | 4.8% | −10.5K | Reduced |
| 10 | Kaspi Kz Jsc | 569.7K | $42.20M | 3.8% | +551.4K | Added |
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