StockDriftsStockDriftsTop 29 North of South Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBN | ICICI BANK-ADR | 19.64% | 8.44M | $218.6M | +14.23%(+1.05M) | $30.48(-15.76%) | 2026-03-31 | |
| YPF | YPF SA-ADR | 14.63% | 3.52M | $162.9M | +110.99%(+1.85M) | $33.57(+29.68%) | 2026-03-31 | |
| TSM | TAIWAN SEMIC-ADR | 12.37% | 407.4K | $137.7M | -10.23%(-46.40K) | $161.70(+147.25%) | 2026-03-31 | |
| JD | JD.COM INC-ADR | 11.72% | 4.41M | $130.5M | +3.73%(+158.67K) | $33.26(+1.54%) | 2026-03-31 | |
| YMM | FULL TRUCK A-ADR | 8.29% | 11.12M | $92.3M | +2.49%(+270.30K) | $10.60(-12.58%) | 2026-03-31 | |
| BIDU | BAIDU INC-SP ADR | 7.4% | 739.3K | $82.4M | +73.54%(+313.29K) | $106.62(+41.16%) | 2026-03-31 | |
| ATHM | AUTOHOME INC-ADR | 5.77% | 3.70M | $64.3M | +62.82%(+1.43M) | $25.24(-23.92%) | 2026-03-31 | |
| PAAS | PAN AMER SILVER | 5.65% | 1.15M | $62.9M | -46.40%(-996.45K) | $32.39(+96.55%) | 2026-03-31 | |
| LAUR | LAUREATE EDUCATI | 4.78% | 1.53M | $53.2M | -0.68%(-10.49K) | $18.51(+76.48%) | 2026-03-31 | |
| KSPI | JSC KASPI.KZ | 3.79% | 569.7K | $42.2M | +3023.76%(+551.44K) | $76.22(+15.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.07% | +110.08% |
| Top 20 Holdings Unweighted | +25.74% | +98.82% |
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