EdgeMarket › What North Of South Capital Llp reported owning
What North Of South Capital Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
29Quarter
2026-03-31Shown below
29largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IBN ICICI BANK LTD | 218.6M | 19.6% | 8.4M | 29.91 | -9.9% |
| YPF YPF SOCIEDAD ANONIMA | 162.9M | 14.6% | 3.5M | 51.18 | +62.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 137.7M | 12.4% | 407.4K | 418.95 | +83.3% |
| JD JD.com, Inc. | 130.5M | 11.7% | 4.4M | 29.37 | -5.8% |
| YMM Full Truck Alliance Co. Ltd. | 92.3M | 8.3% | 11.1M | 8.77 | -20.3% |
| BIDU Baidu, Inc. | 82.4M | 7.4% | 739.3K | 93.21 | +7.4% |
| ATHM Autohome Inc. | 64.3M | 5.8% | 3.7M | 22.22 | -21.7% |
| PAAS PAN AMERICAN SILVER CORP | 62.9M | 5.6% | 1.2M | 53.07 | +69.7% |
| LAUR LAUREATE EDUCATION, INC. | 53.2M | 4.8% | 1.5M | 37.46 | +43.7% |
| KSPI Joint Stock Co Kaspi.kz | 42.2M | 3.8% | 569.7K | 105.55 | +16.9% |
| TGS GAS TRANSPORTER OF THE SOUTH INC | 22.2M | 2.0% | 641.0K | 28.10 | +3.2% |
| INDA iShares MSCI India ETF | 10.4M | 0.9% | 221.0K | 49.64 | -7.7% |
| PBR PETROBRAS - PETROLEO BRASILEIRO SA | 4.7M | 0.4% | 227.7K | 19.15 | +60.7% |
| BABA Alibaba Group Holding Ltd | 4.5M | 0.4% | 36.1K | 119.34 | -0.1% |
| UMC UNITED MICROELECTRONICS CORP | 3.6M | 0.3% | 405.1K | 18.34 | +167.0% |
| VIST Vista Energy, S.A.B. de C.V. | 3.1M | 0.3% | 41.5K | 69.58 | +73.0% |
| BAP CREDICORP LTD | 2.4M | 0.2% | 7.0K | 378.97 | +52.2% |
| HMY HARMONY GOLD MINING CO LTD | 2.1M | 0.2% | 134.5K | 23.54 | +52.0% |
| KT KT CORP | 2.0M | 0.2% | 95.2K | 18.90 | -9.8% |
| LTM LATAM AIRLINES GROUP S.A. | 2.0M | 0.2% | 39.5K | 51.55 | +13.8% |
| LOMA Loma Negra Compania Industrial Argentina Socie | 1.8M | 0.2% | 163.6K | 9.31 | -8.5% |
| AXIA AXIA Energia S.A. | 1.7M | 0.2% | 150.4K | 10.22 | — |
| TLK PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI | 1.3M | 0.1% | 68.8K | 14.99 | -24.3% |
| AMX AMERICA MOVIL SAB DE CV/ | 1.1M | 0.1% | 41.6K | 23.79 | +24.6% |
| TS TENARIS SA | 1.1M | 0.1% | 18.1K | 52.66 | +47.8% |
| MUX McEwen Inc. | 1.0M | 0.1% | 50.0K | 20.78 | +95.3% |
| AUGO Aura Minerals Inc. | 596.0K | 0.1% | 7.3K | 87.26 | +217.1% |
| BBAR Banco BBVA Argentina S.A. | 481.8K | 0.0% | 30.0K | 14.05 | -5.9% |
| TV GRUPO TELEVISA, S.A.B. | 291.0K | 0.0% | 100.0K | 2.78 | +17.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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