North of South Capital LLP
CIK 2033334
13F filing for Q2 2026・No. 2,121
- Holdings
- US$1.36B
- Quarter change
- +US$245.54M
- Entries
- 28
- Net bought (estimate)
- +US$186.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 4
- Cut 10
- Added 11
- Corporate actions 0
- Unchanged 4
Largest holdings
28 stocks worth US$1.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IBNICICI BANK-ADRADR | Added | 8,690,448 | US$252.28M | 18.57% |
| YPFYPF SA-ADRSPON ADR CL D | Added | 4,023,562 | US$182.95M | 13.47% |
| JDJD.COM INC-ADRSPON ADS CL A | Added | 6,661,845 | US$169.74M | 12.49% |
| TSMTSMC ADRSPONSORED ADS | Cut | 330,957 | US$158.06M | 11.63% |
| YMMFULL TRUCK A-ADRSPONSORED ADS | Added | 12,936,046 | US$105.04M | 7.73% |
| BIDUBAIDU INC-SP ADRSPON ADR REP A | Added | 918,941 | US$105.03M | 7.73% |
| KSPIJSC KASPI.KZSPONSORED ADS | Added | 987,390 | US$85.55M | 6.30% |
| ATHMAUTOHOME INC-ADRSP ADS RP CL A | Cut | 3,428,188 | US$65.24M | 4.80% |
| YUMCYUM CHINA HOCOMMON STOCK | New | 1,536,481 | US$62.8M | 4.62% |
| LAUREATE EDUCATICOMMON STOCK | Cut | 1,171,708 | US$42.56M | 3.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.