NORTH OF SOUTH CAPITAL LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YMM | 11.12M | $92.28M |
 | IBN | 8.44M | $218.60M |
 | JD | 4.41M | $130.45M |
 | ATHM | 3.70M | $64.28M |
 | YPF | 3.52M | $162.89M |
 | LAUR | 1.53M | $53.20M |
 | PAAS | 1.15M | $62.89M |
 | BIDU | 739K | $82.37M |
 | TGS | 641K | $22.18M |
 | TSM | 407K | $137.67M |
 | UMC | 405K | $3.64M |
 | PBR | 228K | $4.72M |
 | LOMA | 164K | $1.81M |
 | HMY | 134K | $2.07M |
 | TV | 100K | $291.00K |
 | KT | 95K | $2.04M |
 | TLK | 69K | $1.29M |
 | MUX | 50K | $1.02M |
 | AMX | 42K | $1.06M |
 | VIST | 42K | $3.13M |
Full Truck Alliance Co. Ltd.
YMM
Shares Held
11.12M
Value
$92.28M
ICICI Bank Limited
IBN
Shares Held
8.44M
Value
$218.60M
JD.com, Inc.
JD
Shares Held
4.41M
Value
$130.45M
Autohome Inc.
ATHM
Shares Held
3.70M
Value
$64.28M
YPF Sociedad Anónima
YPF
Shares Held
3.52M
Value
$162.89M
Laureate Education, Inc.
LAUR
Shares Held
1.53M
Value
$53.20M
Pan American Silver Corp.
PAAS
Shares Held
1.15M
Value
$62.89M
Baidu, Inc.
BIDU
Shares Held
739K
Value
$82.37M
Transportadora de Gas del Sur S.A.
TGS
Shares Held
641K
Value
$22.18M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
407K
Value
$137.67M
United Microelectronics Corporation
UMC
Shares Held
405K
Value
$3.64M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
228K
Value
$4.72M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
164K
Value
$1.81M
Harmony Gold Mining Company Limited
HMY
Shares Held
134K
Value
$2.07M
Grupo Televisa, S.A.B.
TV
Shares Held
100K
Value
$291.00K
KT Corporation
KT
Shares Held
95K
Value
$2.04M
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
TLK
Shares Held
69K
Value
$1.29M
McEwen Mining Inc.
MUX
Shares Held
50K
Value
$1.02M
América Móvil, S.A.B. de C.V.
AMX
Shares Held
42K
Value
$1.06M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
42K
Value
$3.13M