NORTH OF SOUTH CAPITAL LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YMM | 10.85M | $116.40M |
 | IBN | 7.39M | $220.18M |
 | KT | 4.53M | $85.92M |
 | JD | 4.25M | $122.06M |
 | VLRS | 4.00M | $35.49M |
 | ATHM | 2.27M | $50.59M |
 | VIPS | 2.26M | $40.03M |
 | PAAS | 2.15M | $111.27M |
 | YPF | 1.67M | $60.40M |
 | LAUR | 1.54M | $51.76M |
 | TSM | 454K | $137.90M |
 | BIDU | 426K | $55.66M |
 | PBR | 266K | $3.15M |
 | UMC | 202K | $1.59M |
 | LOMA | 120K | $1.55M |
 | TV | 100K | $291.00K |
 | HMY | 95K | $1.89M |
 | EBR | 85K | $778.39K |
 | MUX | 50K | $925.50K |
 | BABA | 39K | $5.77M |
Full Truck Alliance Co. Ltd.
YMM
Shares Held
10.85M
Value
$116.40M
ICICI Bank Limited
IBN
Shares Held
7.39M
Value
$220.18M
KT Corporation
KT
Shares Held
4.53M
Value
$85.92M
JD.com, Inc.
JD
Shares Held
4.25M
Value
$122.06M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
4.00M
Value
$35.49M
Autohome Inc.
ATHM
Shares Held
2.27M
Value
$50.59M
Vipshop Holdings Limited
VIPS
Shares Held
2.26M
Value
$40.03M
Pan American Silver Corp.
PAAS
Shares Held
2.15M
Value
$111.27M
YPF Sociedad Anónima
YPF
Shares Held
1.67M
Value
$60.40M
Laureate Education, Inc.
LAUR
Shares Held
1.54M
Value
$51.76M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
454K
Value
$137.90M
Baidu, Inc.
BIDU
Shares Held
426K
Value
$55.66M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
266K
Value
$3.15M
United Microelectronics Corporation
UMC
Shares Held
202K
Value
$1.59M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
120K
Value
$1.55M
Grupo Televisa, S.A.B.
TV
Shares Held
100K
Value
$291.00K
Harmony Gold Mining Company Limited
HMY
Shares Held
95K
Value
$1.89M
AXIA Energia S.A.
EBR
Shares Held
85K
Value
$778.39K
McEwen Mining Inc.
MUX
Shares Held
50K
Value
$925.50K
Alibaba Group Holding Limited
BABA
Shares Held
39K
Value
$5.77M