The Analysis of North of South Capital LLP's Holdings


Currently, North of South Capital LLP holds 23 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in PAAS (+2.4M shares, valued at $94.8M), IBN (+2.9M shares, valued at $88.4M), YMM (+2.7M shares, valued at $34.8M); decreased their positions in BABA (-2.1M shares, valued at $367.8M), BIDU (-203.4K shares, valued at $26.8M), TIGO (-25.8K shares, valued at $1.3M); initiated new positions in AUGO (+83.0K shares, valued at $3.1M), SKM (+52.4K shares, valued at $1.1M), UMC (+125.0K shares, valued at $947.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JD JD.COM INC-ADR4.1M shares2.48%2025-09-302025-10-27history
YMM FULL TRUCK A-ADR10.6M shares33.85%2025-09-302025-10-27history
TSM TAIWAN SEMIC-ADR456.3K shares2.41%2025-09-302025-10-27history
PAAS PAN AMER SILVER3.0M shares444.20%2025-09-302025-10-27history
IBN ICICI BANK-ADR3.2M shares925.99%2025-09-302025-10-27history
KT KT CORP-ADR4.3M shares2.47%2025-09-302025-10-27history
VIPS VIPSHOP HOLD-ADR3.4M shares4.09%2025-09-302025-10-27history
ATHM AUTOHOME INC-ADR2.3M shares3.58%2025-09-302025-10-27history
Sponsored
BIDU BAIDU INC-SP ADR415.2K shares-32.88%2025-09-302025-10-27history
LAUR LAUREATE EDUCATI1.6M shares1.67%2025-09-302025-10-27history
YPF YPF SA-ADR1.6M shares4.49%2025-09-302025-10-27history
VLRS CONTROLADORA-ADR5.1M shares2.36%2025-09-302025-10-27history
BABA ALIBABA GRP-ADR35.0K shares-98.33%2025-09-302025-10-27history
EBR ELETROBRAS-ADR439.7K shares100.17%2025-09-302025-10-27history
PBR PETROBRAS SA-ADR285.4K shares150.93%2025-09-302025-10-27history
AUGO AURA MINERALS83.0K sharesnew addition2025-09-302025-10-27history
Sponsored
TIGO MILLICOM INTL27.1K shares-48.84%2025-09-302025-10-27history
SKM SK TELEC-SPN ADR52.4K sharesnew addition2025-09-302025-10-27history
BAP CREDICORP LTD4.0K shares-51.55%2025-09-302025-10-27history
UMC UNITED MICRO-ADR125.0K sharesnew addition2025-09-302025-10-27history
MUX MCEWEN INC50.0K sharesnew addition2025-09-302025-10-27history
TV GRUPO TELEV-ADR100.0K shares0.00%2025-09-302025-10-27history
BBAR BBVA ARGENT-ADR30.0K shares0.00%2025-09-302025-10-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available