North of South Capital
$1.1B Assets Reported
33 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IBN | ICICI BANK-ADR | 8,439,972 | $219M | 19.6% |
| YPF | YPF SA-ADR | 3,524,252 | $163M | 14.6% |
| TSM | TAIWAN SEMIC-ADR | 407,377 | $138M | 12.4% |
| JD | JD.COM INC-ADR | 4,411,681 | $130M | 11.7% |
| YMM | FULL TRUCK A-ADR | 11,118,123 | $92M | 8.3% |
| BIDU | BAIDU INC-SP ADR | 739,299 | $82M | 7.4% |
| ATHM | AUTOHOME INC-ADR | 3,700,631 | $64M | 5.8% |
| PAAS | PAN AMER SILVER | 1,151,110 | $63M | 5.6% |
| LAUR | LAUREATE EDUCATI | 1,526,892 | $53M | 4.8% |
| KSPI | JSC KASPI.KZ | 569,681 | $42M | 3.8% |
Track North of South Capital's 13F portfolio: $1.1B in reported holdings, 33 positions. Top holdings, AUM, and quarterly changes on SentiSense.