Fund HoldingsNorth of South Capital LLP

Total Portfolio Value
$951.14M
Total Bought
$118.08M
Total Sold
$36.02M
Net Transaction
+$82.07M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TAIWAN SEMIC-ADR(TSM)440,807445,597+4,79073,174100,92310.61%+27,749
KT CORP-ADR(KT)3,831,5214,180,113+348,59267,85686,8639.13%+19,007
PAN AMER SILVER(PAAS)0551,278+551,278015,6561.65%+15,656
FULL TRUCK A-ADR(YMM)6,157,9287,924,966+1,767,03878,63793,5949.84%+14,957
LAUREATE EDUCATI(LAUR)1,256,0651,578,937+322,87225,68736,9163.88%+11,229
ICICI BANK-ADR(IBN)51,055315,620+264,5651,60910,6171.12%+9,008
AUTOHOME INC-ADR(ATHM)1,954,9582,205,961+251,00354,19156,8925.98%+2,700
CREDICORP LTD(BAP)08,256+8,25601,8450.19%+1,845
BAIDU INC-SP ADR557,237618,650+61,41351,28353,0555.58%+1,773
MILLICOM INTL
COM STK
44,88152,881+8,0001,3591,9810.21%+623
TRANSPORT GA-ADR(TGS)25,00037,000+12,0006629580.10%+297
YPF SA-ADR(YPF)1,387,3501,550,349+162,99948,61348,7585.13%+146
ELETROBRAS-ADR(AXIA)219,652219,65201,5601,6320.17%+72
GRUPO TELEV-ADR(TV)100,000100,00001752190.02%+44
BBVA ARGENT-ADR30,00030,00005444940.05%-50
SK TELEC-SPN ADR(SKM)42,9170-42,9179120-912
PETROBRAS SA-ADR(PBR)178,360113,724-64,6362,5581,4230.15%-1,135
CONTROLADORA-ADR4,911,1064,964,410+53,30425,63623,5812.48%-2,055
ALIBABA GRP-ADR(BABA)1,828,8642,092,869+264,005241,831237,35224.95%-4,478
JD.COM INC-ADR(JD)3,314,1743,974,215+660,041136,279129,71813.64%-6,560
VIPSHOP HOLD-ADR(VIPS)3,993,1983,224,215-768,98362,61348,5245.10%-14,089
EMBRAER SA-ADR(EMBJ)433,2412,400-430,84120,0161370.01%-19,879
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