Fund HoldingsNorth of South Capital LLP

Total Portfolio Value
$895.19M
Total Bought
$72.34M
Total Sold
$155.21M
Net Transaction
-$82.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALIBABA GRP-ADR(BABA)1,975,7601,828,864-146,896167,525241,83127.01%+74,306
JD.COM INC-ADR(JD)2,899,8083,314,174+414,366100,536136,27915.22%+35,742
FULL TRUCK A-ADR(YMM)5,692,4896,157,928+465,43961,59378,6378.78%+17,044
VIPSHOP HOLD-ADR(VIPS)3,797,8523,993,198+195,34651,15762,6136.99%+11,456
AUTOHOME INC-ADR(ATHM)1,965,3501,954,958-10,39251,00154,1916.05%+3,191
LAUREATE EDUCATI(LAUR)1,256,0651,256,065022,97325,6872.87%+2,713
KT CORP-ADR(KT)4,217,6533,831,521-386,13265,45867,8567.58%+2,398
ELETROBRAS-ADR(AXIA)0219,652+219,65201,5600.17%+1,560
MILLICOM INTL
COM STK
044,881+44,88101,3590.15%+1,359
TRANSPORT GA-ADR(TGS)025,000+25,00006620.07%+662
BBVA ARGENT-ADR030,000+30,00005440.06%+544
ICICI BANK-ADR(IBN)51,05551,05501,5251,6090.18%+85
SK TELEC-SPN ADR(SKM)42,91742,91709039120.10%+9
GRUPO TELEV-ADR(TV)100,000100,00001681750.02%+7
PETROBRAS SA-ADR(PBR)198,360178,360-20,0002,5512,5580.29%+7
BAIDU INC-SP ADR614,847557,237-57,61051,83851,2835.73%-555
UNITED MICROELECTRONICS CORP(UMC)160,5090-160,5091,0420-1,042
YPF SA-ADR(YPF)1,236,9841,387,350+150,36652,58448,6135.43%-3,971
CONTROLADORA-ADR4,938,5804,911,106-27,47436,74325,6362.86%-11,107
EMBRAER SA-ADR(EMBJ)875,161433,241-441,92032,10120,0162.24%-12,085
SOCIEDAD QUIMICA Y MINERA DE(SQM)597,0570-597,05721,7090-21,709
TAIWAN SEMIC-ADR(TSM)516,404440,807-75,597101,98573,1748.17%-28,811
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