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North of South Capital LLP 13F holdings
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North of South Capital LLP 13F holdings

North of South Capital LLP reported 28 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-30. Top holdings by reported value: IBN ICICI BANK-ADR (18.6%), YPF YPF SA-ADR (13.5%), JD JD.COM INC-ADR (12.5%), TSM TAIWAN SEMIC-ADR (11.6%), YMM FULL TRUCK A-ADR (7.7%). Against 2026-03-31 it opened 3 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 28 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
IBN ICICI BANK-ADR8,690,448$252.3M18.6%
YPF YPF SA-ADR4,023,562$183.0M13.5%
JD JD.COM INC-ADR6,661,845$169.7M12.5%
TSM TAIWAN SEMIC-ADR330,957$158.1M11.6%
YMM FULL TRUCK A-ADR12,936,046$105.0M7.7%
BIDU BAIDU INC-SP ADR918,941$105.0M7.7%
JSC KASPI.KZ987,390$85.5M6.3%
ATHM AUTOHOME INC-ADR3,428,188$65.2M4.8%
YUMC YUM CHINA HO1,536,481$62.8M4.6%
LAUR LAUREATE EDUCATI1,171,708$42.6M3.1%
HDB HDFC BANK-ADR1,593,267$41.2M3.0%
PAAS PAN AMER SILVER598,713$26.8M2.0%
TRANSPORT GA-ADR863,044$25.7M1.9%
ISHARES MSCI IND220,987$10.9M0.8%
KT KT CORP-ADR232,718$4.0M0.3%
VIST VISTA ENERGY SAB41,443$2.6M0.2%
JOYY JOYY INC-ADR39,681$2.6M0.2%
BABA ALIBABA GRP-ADR24,816$2.4M0.2%
HMY HARMONY GOLD-ADR140,946$2.1M0.2%
PETROBRAS SA-ADR131,715$2.1M0.2%
AXIA ENERGIA-ADR177,337$1.9M0.1%
BAP CREDICORP LTD4,453$1.7M0.1%
UMC UNITED MICRO-ADR50,700$1.4M0.1%
LOMA NEGRA C-ADR108,237$1.2M<0.1%
TELEKOMUNIKA-ADR70,259$943.6K<0.1%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
YUMC YUM CHINA HO1,536,481$62.8M4.6%
HDB HDFC BANK-ADR1,593,267$41.2M3.0%
JOYY JOYY INC-ADR39,681$2.6M0.2%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
LTM LATAM AIRLINES G39,455$2.0M0.2%
AMX AMERICA MOVIL SA41,563$1.1M<0.1%
TS TENARIS-ADR18,087$1.1M<0.1%
AUGO AURA MINERALS7,304$596.0K<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
JD JD.COM INC-ADR4,411,6816,661,845+51.0%$169.7M
JSC KASPI.KZ569,681987,390+73.3%$85.5M
YPF YPF SA-ADR3,524,2524,023,562+14.2%$183.0M
BIDU BAIDU INC-SP ADR739,299918,941+24.3%$105.0M
YMM FULL TRUCK A-ADR11,118,12312,936,046+16.4%$105.0M
IBN ICICI BANK-ADR8,439,9728,690,448+3.0%$252.3M
TRANSPORT GA-ADR640,999863,044+34.6%$25.7M
KT KT CORP-ADR95,202232,718+144.4%$4.0M
AXIA ENERGIA-ADR150,411177,337+17.9%$1.9M
HMY HARMONY GOLD-ADR134,490140,946+4.8%$2.1M
TELEKOMUNIKA-ADR68,84570,259+2.1%$943.6K

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
TSM TAIWAN SEMIC-ADR407,377330,957-18.8%$158.1M
PAAS PAN AMER SILVER1,151,110598,713-48.0%$26.8M
LAUR LAUREATE EDUCATI1,526,8921,171,708-23.3%$42.6M
UMC UNITED MICRO-ADR405,07550,700-87.5%$1.4M
ATHM AUTOHOME INC-ADR3,700,6313,428,188-7.4%$65.2M
PETROBRAS SA-ADR227,683131,715-42.1%$2.1M
BABA ALIBABA GRP-ADR36,05424,816-31.2%$2.4M
BAP CREDICORP LTD7,0144,453-36.5%$1.7M
LOMA NEGRA C-ADR163,566108,237-33.8%$1.2M
VIST VISTA ENERGY SAB41,51941,443-0.2%$2.6M
CIK 2033334 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

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Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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