§ 13F · FUND PROFILE
North of South Capital LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 23Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IBN | ICICI BANK-ADR | 8.44M | $219M | 19.6% | +14% |
| 2 | YPF | YPF SA-ADR | 3.52M | $163M | 14.6% | +111% |
| 3 | TSM | TAIWAN SEMIC-ADR | 407K | $138M | 12.4% | −10% |
| 4 | JD | JD.COM INC-ADR | 4.41M | $130M | 11.7% | +4% |
| 5 | YMM | FULL TRUCK A-ADR | 11.12M | $92M | 8.3% | +2% |
| 6 | BIDU | BAIDU INC-SP ADR | 739K | $82M | 7.4% | +74% |
| 7 | ATHM | AUTOHOME INC-ADR | 3.70M | $64M | 5.8% | +63% |
| 8 | PAAS | PAN AMER SILVER | 1.15M | $63M | 5.6% | −46% |
| 9 | LAUR | LAUREATE EDUCATI | 1.53M | $53M | 4.8% | −1% |
| 10 | KSPI | JSC KASPI.KZ | 570K | $42M | 3.8% | +3024% |
§ 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 $1.0 billion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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