North of South Capital
$1.4B 13F equity value
32 Holdings
Quarter ended June 30, 2026
The latest 13F on file for North of South Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IBN | ICICI BANK-ADR | 8,690,448 | $252M | 18.6% |
| YPF | YPF SA-ADR | 4,023,562 | $183M | 13.5% |
| JD | JD.COM INC-ADR | 6,661,845 | $170M | 12.5% |
| TSM | TAIWAN SEMIC-ADR | 330,957 | $158M | 11.6% |
| YMM | FULL TRUCK A-ADR | 12,936,046 | $105M | 7.7% |
| BIDU | BAIDU INC-SP ADR | 918,941 | $105M | 7.7% |
| KSPI | JSC KASPI.KZ | 987,390 | $86M | 6.3% |
| ATHM | AUTOHOME INC-ADR | 3,428,188 | $65M | 4.8% |
| YUMC | YUM CHINA HO | 1,536,481 | $63M | 4.6% |
| LAUR | LAUREATE EDUCATI | 1,171,708 | $43M | 3.1% |
Track North of South Capital's 13F portfolio: $1.4B in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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