North Of South Capital LLP Top Holdings and 13F Report (2025) About North Of South Capital LLPInvestment ActivityNorth Of South Capital LLP has $951.14 million in total holdings as of June 30, 2025.North Of South Capital LLP owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 13.92% of the portfolio was purchased this quarter.About 3.98% of the portfolio was sold this quarter.This quarter, North Of South Capital LLP has purchased 20 new stocks and bought additional shares in 13 stocks.North Of South Capital LLP sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Alibaba Group $237,352,273JD.com $129,718,378Taiwan Semiconductor Manufacturing $100,923,265Full Truck Alliance $93,593,848KT $86,862,748 Largest New Holdings this Quarter 697900108 - Pan American Silver $15,656,295 HoldingG2519Y108 - Credicorp $1,845,381 Holding Largest Purchases this Quarter Alibaba Group 264,005 shares (about $29.94M)JD.com 660,041 shares (about $21.54M)Full Truck Alliance 1,767,038 shares (about $20.87M)Pan American Silver 551,278 shares (about $15.66M)ICICI Bank 264,565 shares (about $8.90M) Largest Sales this Quarter Embraer-Empresa Brasileira de Aeronautica 430,841 shares (about $24.52M)Vipshop 768,983 shares (about $11.57M)Petroleo Brasileiro S.A.- Petrobras 64,636 shares (about $808.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Of South Capital LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABAAlibaba Group$237,352,273$29,940,807 ▲14.4%2,092,86925.0%Retail/WholesaleJDJD.com$129,718,378$21,543,738 ▲19.9%3,974,21513.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$100,923,265$1,084,887 ▲1.1%445,59710.6%Computer and TechnologyYMMFull Truck Alliance$93,593,848$20,868,719 ▲28.7%7,924,9669.8%Business ServicesKTKT$86,862,748$7,243,742 ▲9.1%4,180,1139.1%Computer and TechnologyATHMAutohome$56,891,734$6,473,367 ▲12.8%2,205,9616.0%Computer and TechnologyBIDUBaidu$53,055,424$5,266,779 ▲11.0%618,6505.6%Computer and TechnologyYPFYPF Sociedad Anonima$48,758,476$5,126,319 ▲11.7%1,550,3495.1%EnergyVIPSVipshop$48,524,436$11,573,194 ▼-19.3%3,224,2155.1%Computer and TechnologyLAURLaureate Education$36,915,547$7,548,747 ▲25.7%1,578,9373.9%Consumer DiscretionaryVLRSControladora Vuela Compania de Aviacion$23,580,948$253,194 ▲1.1%4,964,4102.5%TransportationPAASPan American Silver$15,656,295$15,656,295 ▲New Holding551,2781.6%Basic MaterialsIBNICICI Bank$10,617,457$8,899,967 ▲518.2%315,6201.1%FinanceTIGOMillicom International Cellular$1,981,451$299,760 ▲17.8%52,8810.2%Computer and TechnologyBAPCredicorp$1,845,381$1,845,381 ▲New Holding8,2560.2%FinanceEBRCentrais El�tricas Brasileiras$1,632,0140.0%219,6520.2%UtilitiesPBRPetroleo Brasileiro S.A.- Petrobras$1,422,687$808,596 ▼-36.2%113,7240.1%EnergyTGSTransportadora De Gas Sa Ord B$958,300$310,800 ▲48.0%37,0000.1%EnergyBBARBBVA Banco Frances$493,8000.0%30,0000.1%FinanceTVGrupo Televisa$219,0000.0%100,0000.0%UtilitiesERJEmbraer-Empresa Brasileira de Aeronautica$136,584$24,519,161 ▼-99.4%2,4000.0%AerospaceSKMSK Telecom$0$912,415 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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