North of South Capital LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NO North of South Capital LLP | Institutional Filer | ▲ 0.03% | $1.11B | 29 |
Current Portfolio Holdings
Showing all 29 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IBN | ICICI Bank Limited | Financial Services | 8.4M | $218.6M | 19.64% |
| 2 | YPF | YPF Sociedad Anónima | Energy | 3.5M | $162.9M | 14.63% |
| 3 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 407K | $137.7M | 12.37% |
| 4 | JD | JD.com, Inc. | Consumer Cyclical | 4.4M | $130.5M | 11.72% |
| 5 | YMM | Full Truck Alliance Co. Ltd. | Technology | 11.1M | $92.3M | 8.29% |
| 6 | BIDU | Baidu, Inc. | Communication Services | 739K | $82.4M | 7.40% |
| 7 | ATHM | Autohome Inc. | Communication Services | 3.7M | $64.3M | 5.77% |
| 8 | PAAS | Pan American Silver Corp. | Basic Materials | 1.2M | $62.9M | 5.65% |
| 9 | LAUR | Laureate Education, Inc. | Consumer Defensive | 1.5M | $53.2M | 4.78% |
| 10 | KSPI | Joint Stock Company Kaspi.kz | Technology | 570K | $42.2M | 3.79% |
| 11 | TGS | Transportadora de Gas del Sur S.A. | Energy | 641K | $22.2M | 1.99% |
| 12 | INDA | ISHARES MSCI IND | — | 221K | $10.4M | 0.93% |
| 13 | PBR | Petróleo Brasileiro S.A. - Petrobras | Energy | 228K | $4.7M | 0.42% |
| 14 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 36K | $4.5M | 0.41% |
| 15 | UMC | United Microelectronics Corporation | Technology | 405K | $3.6M | 0.33% |
Showing 1 to 15 of 29 holdings