North Of South Capital LLP Top Holdings and 13F Report (2025) About North Of South Capital LLPInvestment ActivityNorth Of South Capital LLP has $823.39 million in total holdings as of December 31, 2024.North Of South Capital LLP owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 25.88% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, North Of South Capital LLP has purchased 17 new stocks and bought additional shares in 10 stocks.North Of South Capital LLP sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Alibaba Group $167,524,690Taiwan Semiconductor Manufacturing $101,984,626JD.com $100,536,343KT $65,457,975Full Truck Alliance $61,592,731 Largest New Holdings this Quarter Laureate Education $22,973,429 HoldingSK Telecom $902,974 Holding Largest Purchases this Quarter KT 4,049,439 shares (about $62.85M)JD.com 942,629 shares (about $32.68M)Full Truck Alliance 2,436,130 shares (about $26.36M)Alibaba Group 300,432 shares (about $25.47M)Laureate Education 1,256,065 shares (about $22.97M) Largest Sales this Quarter ICICI Bank 149,541 shares (about $4.47M)Embraer 98,869 shares (about $3.63M)Controladora Vuela Compañía de Aviación 434,064 shares (about $3.23M)Vipshop 214,047 shares (about $2.88M) 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$167,524,690$25,473,629 ▲17.9%1,975,76020.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$101,984,626$13,895,791 ▲15.8%516,40412.4%Computer and TechnologyJDJD.com$100,536,343$32,680,947 ▲48.2%2,899,80812.2%Retail/WholesaleKTKT$65,457,975$62,847,294 ▲2,407.3%4,217,6537.9%Computer and TechnologyYMMFull Truck Alliance$61,592,731$26,358,927 ▲74.8%5,692,4897.5%Business ServicesYPFYPF Sociedad Anónima$52,584,190$8,140,070 ▲18.3%1,236,9846.4%Oils/EnergyBIDUBaidu$51,837,751$8,224,356 ▲18.9%614,8476.3%Computer and TechnologyVIPSVipshop$51,157,066$2,883,213 ▼-5.3%3,797,8526.2%Computer and TechnologyATHMAutohome$51,000,833$7,135,575 ▲16.3%1,965,3506.2%Computer and TechnologyVLRSControladora Vuela Compañía de Aviación$36,743,035$3,229,436 ▼-8.1%4,938,5804.5%TransportationERJEmbraer$32,100,905$3,626,515 ▼-10.2%875,1613.9%AerospaceLAURLaureate Education$22,973,429$22,973,429 ▲New Holding1,256,0652.8%Consumer DiscretionarySQMSociedad Química y Minera de Chile$21,708,993$3,474,707 ▲19.1%597,0572.6%Basic MaterialsPBRPetróleo Brasileiro S.A. - Petrobras$2,550,910$989,436 ▲63.4%198,3600.3%Oils/EnergyIBNICICI Bank$1,524,502$4,465,293 ▼-74.5%51,0550.2%FinanceUMCUnited Microelectronics$1,041,7030.0%160,5090.1%Computer and TechnologySKMSK Telecom$902,974$902,974 ▲New Holding42,9170.1%Computer and TechnologyTVGrupo Televisa, S.A.B.$168,0000.0%100,0000.0%UtilitiesSANDSandstorm Gold$0$300,000 ▼-100.0%00.0%Basic MaterialsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
