The Analysis of North of South Capital LLP's Holdings
Currently, North of South Capital LLP holds 27 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in IBN (+4.2M shares, valued at $123.7M), JD (+180.1K shares, valued at $5.2M), KT (+246.1K shares, valued at $4.7M); decreased their positions in PAAS (-852.5K shares, valued at $44.2M), VIPS (-1.1M shares, valued at $19.3M), VLRS (-1.1M shares, valued at $9.6M); initiated new positions in HMY (+95.2K shares, valued at $1.9M), LOMA (+120.0K shares, valued at $1.6M), KSPI (+18.2K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IBN ICICI BANK-ADR7.4M shares128.16%2025-12-312026-02-12
TSM TAIWAN SEMIC-ADR453.8K shares-0.56%2025-12-312026-02-12 JD JD.COM INC-ADR4.3M shares4.42%2025-12-312026-02-12 YMM FULL TRUCK A-ADR10.8M shares2.27%2025-12-312026-02-12 PAAS PAN AMER SILVER2.1M shares-28.42%2025-12-312026-02-12 KT KT CORP-ADR4.5M shares5.75%2025-12-312026-02-12 YPF YPF SA-ADR1.7M shares3.11%2025-12-312026-02-12 BIDU BAIDU INC-SP ADR426.0K shares2.59%2025-12-312026-02-12 LAUR LAUREATE EDUCATI1.5M shares-4.23%2025-12-312026-02-12 ATHM AUTOHOME INC-ADR2.3M shares-0.53%2025-12-312026-02-12 VIPS VIPSHOP HOLD-ADR2.3M shares-32.58%2025-12-312026-02-12 VLRS CONTROLADORA-ADR4.0M shares-21.36%2025-12-312026-02-12 BABA ALIBABA GRP-ADR39.4K shares12.56%2025-12-312026-02-12 PBR PETROBRAS SA-ADR265.9K shares-6.84%2025-12-312026-02-12 BAP CREDICORP LTD10.5K shares162.97%2025-12-312026-02-12 HMY HARMONY GOLD-ADR95.2K sharesnew addition2025-12-312026-02-12 UMC UNITED MICRO-ADR202.0K shares61.60%2025-12-312026-02-12 LOMA LOMA NEGRA C-ADR120.0K sharesnew addition2025-12-312026-02-12 TIGO MILLICOM INTL27.1K shares0.00%2025-12-312026-02-12 KSPI JSC KASPI.KZ18.2K sharesnew addition2025-12-312026-02-12 AUGO AURA MINERALS27.8K shares-66.50%2025-12-312026-02-12 MUX MCEWEN INC50.0K shares0.00%2025-12-312026-02-12 LTM LATAM AIRLINES G16.7K sharesnew addition2025-12-312026-02-12 EBR AXIA ENERGIA-ADR85.0K shares-80.67%2025-12-312026-02-12 BBAR BBVA ARGENT-ADR30.0K shares0.00%2025-12-312026-02-12 TV GRUPO TELEV-ADR100.0K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available