Fund HoldingsNorth of South Capital LLP

Total Portfolio Value
$1.11B
Total Bought
$261.26M
Total Sold
$215.63M
Net Transaction
+$45.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
YPF SA-ADR(YPF)1,670,3783,524,252+1,853,87460,401162,89114.63%+102,490
JSC KASPI.KZ(KSPI)18,237569,681+551,4441,42542,1963.79%+40,771
BAIDU INC-SP ADR426,013739,299+313,28655,66382,3737.40%+26,710
TRANSPORT GA-ADR(TGS)0640,999+640,999022,1851.99%+22,185
AUTOHOME INC-ADR(ATHM)2,272,8643,700,631+1,427,76750,59464,2805.77%+13,686
ISHARES MSCI IND
MSCI INDIA ETF
0220,987+220,987010,3510.93%+10,351
JD.COM INC-ADR(JD)4,253,0124,411,681+158,669122,061130,45311.72%+8,392
VISTA ENERGY SAB(VIST)041,519+41,51903,1330.28%+3,133
UNITED MICRO-ADR(UMC)202,000405,075+203,0751,5883,6380.33%+2,050
PETROBRAS SA-ADR(PBR)265,853227,683-38,1703,1504,7240.42%+1,574
LAUREATE EDUCATI(LAUR)1,537,3841,526,892-10,49251,76453,1974.78%+1,433
TELEKOMUNIKA-ADR(TLK)068,845+68,84501,2860.12%+1,286
AMERICA MOVIL SA(AMX)041,563+41,56301,0590.10%+1,059
TENARIS-ADR(TS)018,087+18,08701,0520.09%+1,052
LATAM AIRLINES G(LTM)16,74339,455+22,7129041,9510.18%+1,046
AXIA ENERGIA-ADR(AXIA)84,977150,411+65,4347781,6970.15%+918
LOMA NEGRA C-ADR120,000163,566+43,5661,5541,8140.16%+260
HARMONY GOLD-ADR(HMY)95,204134,490+39,2861,8952,0670.19%+173
MCEWEN INC(MUX)50,00050,00009261,0210.09%+96
GRUPO TELEV-ADR(TV)100,000100,00002912910.03%0
BBVA ARGENT-ADR30,00030,00005424820.04%-60
TAIWAN SEMIC-ADR(TSM)453,780407,377-46,403137,899137,67312.37%-226
AXIA ENERGIA-ADR
SPON ADS PF CL C
72,3350-72,3354290-429
CREDICORP LTD(BAP)10,5197,014-3,5053,0192,3790.21%-640
AURA MINERALS(AUGO)27,7987,304-20,4941,4015960.05%-805
ALIBABA GRP-ADR(BABA)39,39836,054-3,3445,7754,5230.41%-1,252
MILLICOM INTL
COM STK
27,0540-27,0541,5000-1,500
ICICI BANK-ADR(IBN)7,388,4408,439,972+1,051,532220,176218,59519.64%-1,580
FULL TRUCK A-ADR(YMM)10,847,82111,118,123+270,302116,39792,2808.29%-24,117
CONTROLADORA-ADR3,996,2970-3,996,29735,4870-35,487
VIPSHOP HOLD-ADR(VIPS)2,262,6830-2,262,68340,0270-40,027
PAN AMER SILVER(PAAS)2,147,5621,151,110-996,452111,26562,8855.65%-48,380
KT CORP-ADR(KT)4,529,41195,202-4,434,20985,9232,0420.18%-83,881
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