NORTH OF SOUTH CAPITAL LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YMM | 10.61M | $137.58M |
 | VLRS | 5.08M | $36.49M |
 | KT | 4.28M | $83.52M |
 | JD | 4.07M | $142.47M |
 | VIPS | 3.36M | $65.91M |
 | IBN | 3.24M | $97.89M |
 | PAAS | 3.00M | $116.19M |
 | ATHM | 2.28M | $65.24M |
 | YPF | 1.62M | $39.35M |
 | LAUR | 1.61M | $50.63M |
 | TSM | 456K | $127.45M |
 | EBR | 440K | $4.36M |
 | BIDU | 415K | $54.72M |
 | PBR | 285K | $3.61M |
 | UMC | 125K | $947.50K |
 | TV | 100K | $269.00K |
 | AUGO | 83K | $3.09M |
 | SKM | 52K | $1.13M |
 | MUX | 50K | $855.00K |
 | BABA | 35K | $6.26M |
Full Truck Alliance Co. Ltd.
YMM
Shares Held
10.61M
Value
$137.58M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
5.08M
Value
$36.49M
KT Corporation
KT
Shares Held
4.28M
Value
$83.52M
JD.com, Inc.
JD
Shares Held
4.07M
Value
$142.47M
Vipshop Holdings Limited
VIPS
Shares Held
3.36M
Value
$65.91M
ICICI Bank Limited
IBN
Shares Held
3.24M
Value
$97.89M
Pan American Silver Corp.
PAAS
Shares Held
3.00M
Value
$116.19M
Autohome Inc.
ATHM
Shares Held
2.28M
Value
$65.24M
YPF Sociedad Anónima
YPF
Shares Held
1.62M
Value
$39.35M
Laureate Education, Inc.
LAUR
Shares Held
1.61M
Value
$50.63M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
456K
Value
$127.45M
Centrais Elétricas Brasileiras S.A. - Eletrobrás
EBR
Shares Held
440K
Value
$4.36M
Baidu, Inc.
BIDU
Shares Held
415K
Value
$54.72M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
285K
Value
$3.61M
United Microelectronics Corporation
UMC
Shares Held
125K
Value
$947.50K
Grupo Televisa, S.A.B.
TV
Shares Held
100K
Value
$269.00K
Aura Minerals
AUGO
Shares Held
83K
Value
$3.09M
SK Telecom Co.,Ltd
SKM
Shares Held
52K
Value
$1.13M
McEwen Mining Inc.
MUX
Shares Held
50K
Value
$855.00K
Alibaba Group Holding Limited
BABA
Shares Held
35K
Value
$6.26M