Fund HoldingsNorth of South Capital LLP

Total Portfolio Value
$659.36M
Total Bought
$325.92M
Total Sold
$52.75M
Net Transaction
+$273.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)1,256,7191,675,328+418,60990,484177,78626.96%+87,302
JD.COM INC(JD)1,077,8901,957,179+879,28927,85378,28711.87%+50,434
AUTOHOME INC(ATHM)607,6561,690,376+1,082,72016,68055,1408.36%+38,460
VIPSHOP HLDGS LTD(VIPS)2,182,9534,011,899+1,828,94628,42263,1079.57%+34,685
EMBRAER S.A.(EMBJ)0974,030+974,030034,4515.22%+34,451
FULL TRUCK ALLIANCE CO LTD(YMM)03,256,359+3,256,359029,3404.45%+29,340
BAIDU INC373,137517,298+144,16132,26954,4668.26%+22,197
SOCIEDAD QUIMICA Y MINERA DE(SQM)302,717501,493+198,77612,33620,9023.17%+8,567
CONTROLADORA VUELA COMP DE A4,160,8315,372,644+1,211,81326,46334,0095.16%+7,546
YPF SOCIEDAD ANONIMA(YPF)789,5491,045,498+255,94915,88622,1753.36%+6,289
ICICI BANK LIMITED(IBN)0200,596+200,59605,9880.91%+5,988
KT CORP(KT)145,570168,214+22,6441,9902,5870.39%+597
UNITED MICROELECTRONICS CORP(UMC)147,115160,509+13,3941,2891,3510.20%+63
SANDSTORM GOLD LTD50,00050,00002723000.05%+28
GRUPO TELEVISA S A B(TV)100,000100,00002772560.04%-21
PETROLEO BRASILEIRO SA PETRO(PBR)175,705121,421-54,2842,5461,7500.27%-796
KASPI KZ JSC(KSPI)9,9960-9,9961,2900-1,290
TAIWAN SEMICONDUCTOR MFG LTD(TSM)534,410446,042-88,36892,88677,46411.75%-15,422
COCA-COLA FEMSA SAB DE CV(KOF)203,0730-203,07317,4320-17,432
GOLD FIELDS LTD(GFI)1,195,5830-1,195,58317,8140-17,814
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