Fund Holdings — North of South Capital LLP

Total Portfolio Value
$1.04B
Total Bought
$347.12M
Total Sold
$235.30M
Net Transaction
+$111.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PAN AMER SILVER(PAAS)551,2783,000,056+2,448,77815,656116,19211.17%+100,536
ICICI BANK-ADR(IBN)315,6203,238,233+2,922,61310,61797,8929.41%+87,274
FULL TRUCK A-ADR(YMM)7,924,96610,607,375+2,682,40993,594137,57813.22%+43,984
TAIWAN SEMIC-ADR(TSM)445,597456,345+10,748100,923127,45312.25%+26,529
VIPSHOP HOLD-ADR(VIPS)3,224,2153,355,999+131,78448,52465,9126.33%+17,387
LAUREATE EDUCATI(LAUR)1,578,9371,605,311+26,37436,91650,6324.87%+13,716
CONTROLADORA-ADR4,964,4105,081,733+117,32323,58136,4873.51%+12,906
JD.COM INC-ADR(JD)3,974,2154,072,931+98,716129,718142,47113.69%+12,753
AUTOHOME INC-ADR(ATHM)2,205,9612,284,939+78,97856,89265,2356.27%+8,343
AURA MINERALS(AUGO)082,986+82,98603,0880.30%+3,088
ELETROBRAS-ADR(AXIAY)219,652439,682+220,0301,6324,3620.42%+2,730
PETROBRAS SA-ADR(PBR)113,724285,373+171,6491,4233,6130.35%+2,190
BAIDU INC-SP ADR618,650415,245-203,40553,05554,7175.26%+1,661
SK TELEC-SPN ADR(SKM)052,439+52,43901,1330.11%+1,133
UNITED MICRO-ADR(UMC)0125,000+125,00009480.09%+948
MCEWEN INC(MUX)050,000+50,00008550.08%+855
GRUPO TELEV-ADR(TV)100,000100,00002192690.03%+50
EMBRAER SA-ADR(EMBJ)2,4000-2,4001370—-137
BBVA ARGENT-ADR30,00030,00004942500.02%-244
MILLICOM INTL
COM STK
52,88127,054-25,8271,9811,3130.13%-668
CREDICORP LTD(BAP)8,2564,000-4,2561,8451,0650.10%-780
TRANSPORT GA-ADR(TGS)37,0000-37,0009580—-958
KT CORP-ADR(KT)4,180,1134,283,287+103,17486,86383,5248.03%-3,339
YPF SA-ADR(YPF)1,550,3491,619,983+69,63448,75839,3493.78%-9,409
ALIBABA GRP-ADR(BABA)2,092,86935,003-2,057,866237,3526,2560.60%-231,096
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North of South Capital LLP — 13F Holdings — Q3 2025 | TickerTrail