North Of South Capital LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
North Of South Capital LLP disclosed 28 US equity positions worth $1.4bn in its Q2 2026 13F filing. The largest position was IBN at 18.6% of the reported book, followed by YPF and JD. Against the Q1 2026 filing, it opened 3 new positions, added to 11 and reduced 9 among the top 28 holdings.
What did North Of South Capital LLP own in Q2 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | IBN ICICI BANK-ADR | Financial Services | 18.6% | $252.3m | 8,690,448 | 3% | added |
| 2 | YPF YPF SA-ADR | Energy | 13.5% | $183.0m | 4,023,562 | 14% | added |
| 3 | JD JD.COM INC-ADR | Consumer Cyclical | 12.5% | $169.7m | 6,661,845 | 51% | added |
| 4 | TSM TAIWAN SEMIC-ADR | Technology | 11.6% | $158.1m | 330,957 | -19% | reduced |
| 5 | YMM FULL TRUCK A-ADR | Technology | 7.7% | $105.0m | 12,936,046 | 16% | added |
| 6 | BIDU BAIDU INC-SP ADR | Communication Services | 7.7% | $105.0m | 918,941 | 24% | added |
| 7 | KSPI JSC KASPI.KZ | Technology | 6.3% | $85.5m | 987,390 | 73% | added |
| 8 | ATHM AUTOHOME INC-ADR | Communication Services | 4.8% | $65.2m | 3,428,188 | -7% | reduced |
| 9 | YUMC YUM CHINA HO | Consumer Cyclical | 4.6% | $62.8m | 1,536,481 | – | new |
| 10 | LAUR LAUREATE EDUCATI | Consumer Defensive | 3.1% | $42.6m | 1,171,708 | -23% | reduced |
| 11 | HDB HDFC BANK-ADR | Financial Services | 3.0% | $41.2m | 1,593,267 | – | new |
| 12 | PAAS PAN AMER SILVER | Basic Materials | 2.0% | $26.8m | 598,713 | -48% | reduced |
| 13 | TGS TRANSPORT GA-ADR | Energy | 1.9% | $25.7m | 863,044 | 35% | added |
| 14 | INDA ISHARES MSCI IND | 0.8% | $10.9m | 220,987 | 0% | held | |
| 15 | KT KT CORP-ADR | Communication Services | 0.3% | $4.0m | 232,718 | 144% | added |
| 16 | VIST VISTA ENERGY SAB | Energy | 0.2% | $2.6m | 41,443 | -0% | held |
| 17 | JOYY JOYY INC-ADR | Communication Services | 0.2% | $2.6m | 39,681 | – | new |
| 18 | BABA ALIBABA GRP-ADR | Consumer Cyclical | 0.2% | $2.4m | 24,816 | -31% | reduced |
| 19 | HMY HARMONY GOLD-ADR | Basic Materials | 0.2% | $2.1m | 140,946 | 5% | added |
| 20 | PBR PETROBRAS SA-ADR | Energy | 0.2% | $2.1m | 131,715 | -42% | reduced |
| 21 | AXIAY AXIA ENERGIA-ADR | 0.1% | $1.9m | 177,337 | 18% | added | |
| 22 | BAP CREDICORP LTD | Financial Services | 0.1% | $1.7m | 4,453 | -37% | reduced |
| 23 | UMC UNITED MICRO-ADR | Technology | 0.1% | $1.4m | 50,700 | -87% | reduced |
| 24 | LOMA LOMA NEGRA C-ADR | 0.1% | $1.2m | 108,237 | -34% | reduced | |
| 25 | TLK TELEKOMUNIKA-ADR | Communication Services | 0.1% | $943.6k | 70,259 | 2% | added |
| 26 | MUX MCEWEN INC | 0.1% | $906.5k | 50,000 | 0% | held | |
| 27 | BBAR BBVA ARGENT-ADR | 0.0% | $588.3k | 30,000 | 0% | held | |
| 28 | TV GRUPO TELEV-ADR | Communication Services | 0.0% | $271.0k | 100,000 | 0% | held |
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.