Fund HoldingsNorth of South Capital LLP

Total Portfolio Value
$1.11B
Total Bought
$197.55M
Total Sold
$64.90M
Net Transaction
+$132.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ICICI BANK-ADR(IBN)3,238,2337,388,440+4,150,20797,892220,17619.79%+122,284
YPF SA-ADR(YPF)1,619,9831,670,378+50,39539,34960,4015.43%+21,051
TAIWAN SEMIC-ADR(TSM)456,345453,780-2,565127,453137,89912.39%+10,447
KT CORP-ADR(KT)4,283,2874,529,411+246,12483,52485,9237.72%+2,399
CREDICORP LTD(BAP)4,00010,519+6,5191,0653,0190.27%+1,954
HARMONY GOLD-ADR(HMY)095,204+95,20401,8950.17%+1,895
LOMA NEGRA C-ADR0120,000+120,00001,5540.14%+1,554
JSC KASPI.KZ(KSPI)018,237+18,23701,4250.13%+1,425
LAUREATE EDUCATI(LAUR)1,605,3111,537,384-67,92750,63251,7644.65%+1,132
BAIDU INC-SP ADR415,245426,013+10,76854,71755,6635.00%+946
LATAM AIRLINES G(LTM)016,743+16,74309040.08%+904
UNITED MICRO-ADR(UMC)125,000202,000+77,0009481,5880.14%+640
AXIA ENERGIA-ADR
SPON ADS PF CL C
072,335+72,33504290.04%+429
BBVA ARGENT-ADR30,00030,00002505420.05%+293
MILLICOM INTL
COM STK
27,05427,05401,3131,5000.13%+187
MCEWEN INC(MUX)50,00050,00008559260.08%+71
GRUPO TELEV-ADR(TV)100,000100,00002692910.03%+22
PETROBRAS SA-ADR(PBR)285,373265,853-19,5203,6133,1500.28%-462
ALIBABA GRP-ADR(BABA)35,00339,398+4,3956,2565,7750.52%-481
CONTROLADORA-ADR5,081,7333,996,297-1,085,43636,48735,4873.19%-1,000
SK TELEC-SPN ADR(SKM)52,4390-52,4391,1330-1,133
AURA MINERALS(AUGO)82,98627,798-55,1883,0881,4010.13%-1,686
AXIA ENERGIA-ADR(AXIA)439,68284,977-354,7054,3627780.07%-3,583
PAN AMER SILVER(PAAS)3,000,0562,147,562-852,494116,192111,26510.00%-4,927
AUTOHOME INC-ADR(ATHM)2,284,9392,272,864-12,07565,23550,5944.55%-14,641
JD.COM INC-ADR(JD)4,072,9314,253,012+180,081142,471122,06110.97%-20,410
FULL TRUCK A-ADR(YMM)10,607,37510,847,821+240,446137,578116,39710.46%-21,181
VIPSHOP HOLD-ADR(VIPS)3,355,9992,262,683-1,093,31665,91240,0273.60%-25,885
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