§ 13F · FUND PROFILE
North of South Capital LLP.
AUM · $1.4B (13F)Positions · 28Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$107M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IBN | ICICI BANK-ADR | 8.69M | $252M | 18.6% | +3% |
| 2 | YPF | YPF SA-ADR | 4.02M | $183M | 13.5% | +14% |
| 3 | JD | JD.COM INC-ADR | 6.66M | $170M | 12.5% | +51% |
| 4 | TSM | TAIWAN SEMIC-ADR | 331K | $158M | 11.6% | −19% |
| 5 | YMM | FULL TRUCK A-ADR | 12.94M | $105M | 7.7% | +16% |
| 6 | BIDU | BAIDU INC-SP ADR | 919K | $105M | 7.7% | +24% |
| 7 | KSPI | JSC KASPI.KZ | 987K | $86M | 6.3% | +73% |
| 8 | ATHM | AUTOHOME INC-ADR | 3.43M | $65M | 4.8% | −7% |
| 9 | YUMC | YUM CHINA HO | 1.54M | $63M | 4.6% | NEW |
| 10 | LAUR | LAUREATE EDUCATI | 1.17M | $43M | 3.1% | −23% |
§ 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 $1.4 billion in assets. The fund runs a focused portfolio of just 28 positions.
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