§ 13F · FUND PROFILE
North of South Capital LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $951.1T (13F)Positions · 21Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IBN | ICICI BANK-ADR | 7.39M | $220.2T | 19.8% | +128% |
| 2 | TSM | TAIWAN SEMIC-ADR | 454K | $137.9T | 12.4% | −1% |
| 3 | JD | JD.COM INC-ADR | 4.25M | $122.1T | 11.0% | +4% |
| 4 | YMM | FULL TRUCK A-ADR | 10.85M | $116.4T | 10.5% | +2% |
| 5 | PAAS | PAN AMER SILVER | 2.15M | $111.3T | 10.0% | −28% |
| 6 | KT | KT CORP-ADR | 4.53M | $85.9T | 7.7% | +6% |
| 7 | YPF | YPF SA-ADR | 1.67M | $60.4T | 5.4% | +3% |
| 8 | BIDU | BAIDU INC-SP ADR | 426K | $55.7T | 5.0% | +3% |
| 9 | LAUR | LAUREATE EDUCATI | 1.54M | $51.8T | 4.7% | −4% |
| 10 | ATHM | AUTOHOME INC-ADR | 2.27M | $50.6T | 4.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTH SIGNAL
AC read
North of South Capital LLP is a Other fund managing $951140.0 trillion in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed