Funds › North of South Capital LLP
North of South Capital LLP
13F for Q3 2026, filed Nov 9, 2026. 27 positions worth $1.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | IBN ICICI Bank Limited · ADR | 8.79M | $242.3M | 16.7% | +1.2% | 13F ↗ |
| 2 | JD JD.com, Inc. | 8.59M | $228.6M | 15.8% | +29.0% | 13F ↗ |
| 3 | YPF YPF Sociedad Anonima · ADR | 3.54M | $177.4M | 12.2% | -12.0% | 13F ↗ |
| 4 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 343,728 | $156.8M | 10.8% | +3.9% | 13F ↗ |
| 5 | YMM Full Truck Alliance Co. Ltd. · ADR | 15.14M | $125.2M | 8.6% | +17.0% | 13F ↗ |
| 6 | KSPI Joint Stock Company Kaspi.kz · ADR | 999,374 | $94.0M | 6.5% | +1.2% | 13F ↗ |
| 7 | YUMC Yum China Holdings, Inc. | 1.98M | $81.2M | 5.6% | +28.6% | 13F ↗ |
| 8 | BAP Credicorp Ltd. | 209,752 | $79.7M | 5.5% | +4610% | 13F ↗ |
| 9 | ATHM Autohome Inc. | 3.25M | $69.1M | 4.8% | -5.1% | 13F ↗ |
| 10 | PAAS Pan American Silver Corp. · Comm | 1.10M | $50.0M | 3.4% | +83.4% | 13F ↗ |
| 11 | LAUR Laureate Education, Inc. | 1.16M | $44.3M | 3.1% | -0.9% | 13F ↗ |
| 12 | HDB HDFC Bank Limited · ADR | 1.65M | $36.8M | 2.5% | +3.5% | 13F ↗ |
| 13 | TGS Transportadora de Gas del Sur SA TGS · ADR | 848,551 | $22.0M | 1.5% | -1.7% | 13F ↗ |
| 14 | PBR Petroleo Brasileiro S.A. Petrobras · ADR | 358,839 | $7.5M | 0.5% | +172% | 13F ↗ |
| 15 | iShares Tr Msci India Etf | 150,651 | $7.0M | 0.5% | -31.8% | 13F ↗ |
| 16 | JOYY JOYY Inc. · ADR | 81,458 | $6.5M | 0.5% | +105% | 13F ↗ |
| 17 | KT KT Corporation | 241,718 | $4.6M | 0.3% | +3.9% | 13F ↗ |
| 18 | TCOM Trip.com Group Limited · ADR | 116,833 | $4.6M | 0.3% | New | 13F ↗ |
| 19 | HMY Harmony Gold Mining Company Limited · ADR | 190,990 | $3.4M | 0.2% | +35.5% | 13F ↗ |
| 20 | CPA Copa Holdings, S.A. | 24,345 | $3.2M | 0.2% | New | 13F ↗ |
| 21 | TLK PT Telekomunikasi Indonesia, Tbk · ADR | 144,217 | $1.8M | 0.1% | +105% | 13F ↗ |
| 22 | UMC United Microelectronics Corporation | 67,131 | $1.6M | 0.1% | +32.4% | 13F ↗ |
| 23 | INFY Infosys Limited · ADR | 131,599 | $1.4M | 0.1% | New | 13F ↗ |
| 24 | MUX McEwen Inc. | 50,000 | $892.5K | 0.1% | Unchanged | 13F ↗ |
| 25 | BABA Alibaba Group Holding Limited · ADR | 6,906 | $742.7K | 0.1% | -72.2% | 13F ↗ |
| 26 | BBAR Banco BBVA Argentina S.A. · ADR | 30,000 | $385.5K | <0.1% | Unchanged | 13F ↗ |
| 27 | TV Grupo Televisa S.A.B. · ADR | 100,000 | $228.0K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
3 new, 15 added to, 6 trimmed, 4 exited, 3 unchanged. By estimated dollars.
New positions (3)
Added to (15)
| BAP Credicorp Ltd. | 209,752 | +4610% | $78.0M |
| JD JD.com, Inc. | 8.59M | +29.0% | $51.4M |
| PAAS Pan American Silver Corp. · Comm | 1.10M | +83.4% | $22.7M |
| YMM Full Truck Alliance Co. Ltd. · ADR | 15.14M | +17.0% | $18.2M |
| YUMC Yum China Holdings, Inc. | 1.98M | +28.6% | $18.1M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 343,728 | +3.9% | $5.8M |
| PBR Petroleo Brasileiro S.A. Petrobras · ADR | 358,839 | +172% | $4.7M |
| JOYY JOYY Inc. · ADR | 81,458 | +105% | $3.4M |
| IBN ICICI Bank Limited · ADR | 8.79M | +1.2% | $2.9M |
| HDB HDFC Bank Limited · ADR | 1.65M | +3.5% | $1.2M |
Trimmed (6)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 27 | $1.5B | Current | SEC ↗ |
| Q2 2026 | Jul 30, 2026 | 13F-HR | 28 | $1.4B | Current | SEC ↗ |
| Q1 2026 | Apr 20, 2026 | 13F-HR | 29 | $1.1B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 27 | $1.1B | Current | SEC ↗ |
| Q3 2025 | Oct 27, 2025 | 13F-HR | 23 | $1.0B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 21 | $951.1M | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 20 | $895.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer