North Of South Capital LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
North Of South Capital LLP disclosed 29 US equity positions worth $1.1bn in its Q1 2026 13F filing. The largest position was IBN at 19.6% of the reported book, followed by YPF and TSM.
What did North Of South Capital LLP own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IBN ICICI BANK-ADR | Financial Services | 19.6% | $218.6m | 8,439,972 | – | |
| 2 | YPF YPF SA-ADR | Energy | 14.6% | $162.9m | 3,524,252 | – | |
| 3 | TSM TAIWAN SEMIC-ADR | Technology | 12.4% | $137.7m | 407,377 | – | |
| 4 | JD JD.COM INC-ADR | Consumer Cyclical | 11.7% | $130.5m | 4,411,681 | – | |
| 5 | YMM FULL TRUCK A-ADR | Technology | 8.3% | $92.3m | 11,118,123 | – | |
| 6 | BIDU BAIDU INC-SP ADR | Communication Services | 7.4% | $82.4m | 739,299 | – | |
| 7 | ATHM AUTOHOME INC-ADR | Communication Services | 5.8% | $64.3m | 3,700,631 | – | |
| 8 | PAAS PAN AMER SILVER | Basic Materials | 5.6% | $62.9m | 1,151,110 | – | |
| 9 | LAUR LAUREATE EDUCATI | Consumer Defensive | 4.8% | $53.2m | 1,526,892 | – | |
| 10 | KSPI JSC KASPI.KZ | Technology | 3.8% | $42.2m | 569,681 | – | |
| 11 | TGS TRANSPORT GA-ADR | Energy | 2.0% | $22.2m | 640,999 | – | |
| 12 | INDA ISHARES MSCI IND | 0.9% | $10.4m | 220,987 | – | ||
| 13 | PBR PETROBRAS SA-ADR | Energy | 0.4% | $4.7m | 227,683 | – | |
| 14 | BABA ALIBABA GRP-ADR | Consumer Cyclical | 0.4% | $4.5m | 36,054 | – | |
| 15 | UMC UNITED MICRO-ADR | Technology | 0.3% | $3.6m | 405,075 | – | |
| 16 | VIST VISTA ENERGY SAB | Energy | 0.3% | $3.1m | 41,519 | – | |
| 17 | BAP CREDICORP LTD | Financial Services | 0.2% | $2.4m | 7,014 | – | |
| 18 | HMY HARMONY GOLD-ADR | Basic Materials | 0.2% | $2.1m | 134,490 | – | |
| 19 | KT KT CORP-ADR | Communication Services | 0.2% | $2.0m | 95,202 | – | |
| 20 | LTM LATAM AIRLINES G | Industrials | 0.2% | $2.0m | 39,455 | – | |
| 21 | LOMA LOMA NEGRA C-ADR | 0.2% | $1.8m | 163,566 | – | ||
| 22 | AXIAY AXIA ENERGIA-ADR | 0.2% | $1.7m | 150,411 | – | ||
| 23 | TLK TELEKOMUNIKA-ADR | Communication Services | 0.1% | $1.3m | 68,845 | – | |
| 24 | AMX AMERICA MOVIL SA | Communication Services | 0.1% | $1.1m | 41,563 | – | |
| 25 | TS TENARIS-ADR | Energy | 0.1% | $1.1m | 18,087 | – | |
| 26 | MUX MCEWEN INC | 0.1% | $1.0m | 50,000 | – | ||
| 27 | AUGO AURA MINERALS | 0.1% | $596.0k | 7,304 | – | ||
| 28 | BBAR BBVA ARGENT-ADR | 0.0% | $481.8k | 30,000 | – | ||
| 29 | TV GRUPO TELEV-ADR | Communication Services | 0.0% | $291.0k | 100,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.