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NORTH OF SOUTH CAPITAL LLP
NORTH OF SOUTH CAPITAL LLP
Latest filing: 2026-06-30
NORTH OF SOUTH CAPITAL LLP runs NORTH OF SOUTH CAPITAL LLP and currently holds 28 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.36B. Their top holdings are IBN, JD, TSM, YMM, BIDU. The top five represent 58.2% of reported portfolio weight. NORTH OF SOUTH CAPITAL LLP ranks #568 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NORTH OF SOUTH CAPITAL LLP initiated 2 new positions. They added to 7 existing positions. They trimmed 8 positions. Their current best-performing preview position is UMC with returns of +203.01%.
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28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IBN ICICI BANK-ADR | 18.57% | $29.57 | $29.89 | +1.08% | Added +2.97% |
 JD JD.COM INC-ADR | 12.49% | $30.75 | $29.37 | -4.49% | Added +51.00% |
 TSM TAIWAN SEMIC-ADR | 11.63% | $178.73 | $418.87 | +134.36% | Trimmed -18.76% |
 YMM FULL TRUCK A-ADR | 7.73% | $10.58 | $8.78 | -17.01% | Added +16.35% |
 BIDU BAIDU INC-SP ADR | 7.73% | $102.49 | $93.21 | -9.05% | Added +24.30% |
 YUMC YUM CHINA HO | 4.62% | $40.87 | $49.50 | +21.12% | New Buy |
 LAUR LAUREATE EDUCATI | 3.13% | $19.53 | $37.46 | +91.81% | Trimmed -23.26% |
 HDB HDFC BANK-ADR | 3.03% | $25.83 | $23.60 | -8.65% | New Buy |
 PAAS PAN AMER SILVER | 1.97% | $36.83 | $53.09 | +44.14% | Trimmed -47.99% |
 INDA ISHARES MSCI IND | 0.80% | $46.84 | $49.64 | +5.98% | Held |
Showing 1-10 of 28