Fund HoldingsNorth of South Capital LLP

Total Portfolio Value
$1.36B
Total Bought
$284.42M
Total Sold
$81.41M
Net Transaction
+$203.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
YUM CHINA HO(YUMC)01,536,481+1,536,481062,7964.62%+62,796
JSC KASPI.KZ(KSPI)569,681987,390+417,70942,19685,5476.30%+43,351
HDFC BANK-ADR(HDB)01,593,267+1,593,267041,1543.03%+41,154
JD.COM INC-ADR(JD)4,411,6816,661,845+2,250,164130,453169,74412.49%+39,290
ICICI BANK-ADR(IBN)8,439,9728,690,448+250,476218,595252,28418.57%+33,688
BAIDU INC-SP ADR739,299918,941+179,64282,373105,0267.73%+22,653
TAIWAN SEMIC-ADR(TSM)407,377330,957-76,420137,673158,05511.63%+20,382
YPF SA-ADR(YPF)3,524,2524,023,562+499,310162,891182,95113.47%+20,060
FULL TRUCK A-ADR(YMM)11,118,12312,936,046+1,817,92392,280105,0417.73%+12,760
TRANSPORT GA-ADR(TGS)640,999863,044+222,04522,18525,6581.89%+3,473
JOYY INC-ADR(JOYY)039,681+39,68102,6190.19%+2,619
KT CORP-ADR(KT)95,202232,718+137,5162,0424,0210.30%+1,979
AUTOHOME INC-ADR(ATHM)3,700,6313,428,188-272,44364,28065,2384.80%+958
ISHARES MSCI IND
MSCI INDIA ETF
220,987220,987010,35110,9150.80%+564
AXIA ENERGIA-ADR(AXIAY)150,411177,337+26,9261,6971,8730.14%+176
BBVA ARGENT-ADR30,00030,00004825880.04%+107
HARMONY GOLD-ADR(HMY)134,490140,946+6,4562,0672,1440.16%+77
GRUPO TELEV-ADR(TV)100,000100,00002912710.02%-20
MCEWEN INC(MUX)50,00050,00001,0219070.07%-114
TELEKOMUNIKA-ADR(TLK)68,84570,259+1,4141,2869440.07%-342
VISTA ENERGY SAB(VIST)41,51941,443-763,1332,6440.19%-489
LOMA NEGRA C-ADR163,566108,237-55,3291,8141,2390.09%-575
AURA MINERALS(AUGO)7,3040-7,3045960-596
CREDICORP LTD(BAP)7,0144,453-2,5612,3791,7350.13%-644
TENARIS-ADR(TS)18,0870-18,0871,0520-1,052
AMERICA MOVIL SA(AMX)41,5630-41,5631,0590-1,059
LATAM AIRLINES G(LTM)39,4550-39,4551,9510-1,951
ALIBABA GRP-ADR(BABA)36,05424,816-11,2384,5232,3820.18%-2,141
UNITED MICRO-ADR(UMC)405,07550,700-354,3753,6381,3800.10%-2,258
PETROBRAS SA-ADR(PBR)227,683131,715-95,9684,7242,1290.16%-2,596
LAUREATE EDUCATI(LAUR)1,526,8921,171,708-355,18453,19742,5563.13%-10,640
PAN AMER SILVER(PAAS)1,151,110598,713-552,39762,88526,8161.97%-36,069
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North of South Capital LLP — 13F Holdings — Q2 2026 | TickerTrail