North Of South Capital Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.11B
Q ending 2026-03-31
Prior quarter
$1.11B
Q ending 2025-12-31
Change
+0.0% QoQ · +24.3% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Icici Bank-Adr | IBN | Shares | $218.6M | 8.4M |
| Ypf Sa-Adr | YPF | Shares | $162.9M | 3.5M |
| Taiwan Semic-Adr | TSM | Shares | $137.7M | 407K |
| Jd.Com Inc-Adr | JD | Shares | $130.5M | 4.4M |
| Full Truck A-Adr | YMM | Shares | $92.3M | 11.1M |
| Baidu Inc-Sp Adr | BIDU | Shares | $82.4M | 739K |
| Autohome Inc-Adr | ATHM | Shares | $64.3M | 3.7M |
| Pan Amer Silver | PAAS | Shares | $62.9M | 1.2M |
| Laureate Educati | LAUR | Shares | $53.2M | 1.5M |
| Jsc Kaspi.Kz | KSPI | Shares | $42.2M | 570K |
| Transport Ga-Adr | TGS | Shares | $22.2M | 641K |
| Ishares Msci Ind | INDA | Shares | $10.4M | 221K |
| Petrobras Sa-Adr | PBR | Shares | $4.7M | 228K |
| Alibaba Grp-Adr | BABA | Shares | $4.5M | 36K |
| United Micro-Adr | UMC | Shares | $3.6M | 405K |
| Vista Energy Sab | VIST | Shares | $3.1M | 42K |
| Credicorp Ltd | Shares | $2.4M | 7K | |
| Harmony Gold-Adr | HMY | Shares | $2.1M | 134K |
| Kt Corp-Adr | KT | Shares | $2.0M | 95K |
| Latam Airlines G | LTM | Shares | $2.0M | 39K |
| Loma Negra C-Adr | LOMA | Shares | $1.8M | 164K |
| Axia Energia-Adr | AXIA | Shares | $1.7M | 150K |
| Telekomunika-Adr | TLK | Shares | $1.3M | 69K |
| America Movil Sa | AMX | Shares | $1.1M | 42K |
| Tenaris-Adr | TS | Shares | $1.1M | 18K |
| Mcewen Inc | MUX | Shares | $1.0M | 50K |
| Aura Minerals | Shares | $596K | 7K | |
| Bbva Argent-Adr | BBAR | Shares | $482K | 30K |
| Grupo Telev-Adr | TV | Shares | $291K | 100K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.