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NORTH OF SOUTH CAPITAL LLP 13F portfolio summary

NORTH OF SOUTH CAPITAL LLP of NORTH OF SOUTH CAPITAL LLP has 28 current stock holdings with a reported portfolio value of $1.11B. The portfolio 1 year return is +19.13%. Top holdings include UMC (0.00%), IBN (19.73%), YPF (14.70%), TSM (12.43%), JD (11.78%).

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NORTH OF SOUTH CAPITAL LLP

NORTH OF SOUTH CAPITAL LLP
Latest filing: 2026-03-31

NORTH OF SOUTH CAPITAL LLP runs NORTH OF SOUTH CAPITAL LLP and currently holds 28 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.11B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NORTH OF SOUTH CAPITAL LLP ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NORTH OF SOUTH CAPITAL LLP's portfolio at NORTH OF SOUTH CAPITAL LLP has delivered returns of +19.13%. Their 3-year annualized return is +56.00%. Looking at the 5-year horizon, NORTH OF SOUTH CAPITAL LLP has achieved +56.00% annualized returns at NORTH OF SOUTH CAPITAL LLP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.13%
#0/1000
3 Year
+56.00%
#0/1000
5 Year
+56.00%
#0/1000

Portfolio Value

$1.11B

Alpha Score

42.9

#0 of 1000

Holdings

28

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change