StockDriftsStockDriftsTop 28 North of South Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBN | ICICI BANK-ADR | 18.57% | 8.69M | $252.3M | +2.97%(+250.48K) | $30.39(-0.91%) | 2026-06-30 | |
| YPF | YPF SA-ADR | 13.47% | 4.02M | $183.0M | +14.17%(+499.31K) | $35.09(+45.70%) | 2026-06-30 | |
| JD | JD.COM INC-ADR | 12.49% | 6.66M | $169.7M | +51.00%(+2.25M) | $31.21(+2.32%) | 2026-06-30 | |
| TSM | TAIWAN SEMIC-ADR | 11.63% | 331.0K | $158.1M | -18.76%(-76.42K) | $161.70(+161.97%) | 2026-06-30 | |
| YMM | FULL TRUCK A-ADR | 7.73% | 12.94M | $105.0M | +16.35%(+1.82M) | $10.25(-7.88%) | 2026-06-30 | |
| BIDU | BAIDU INC-SP ADR | 7.73% | 918.9K | $105.0M | +24.30%(+179.64K) | $107.37(-1.76%) | 2026-06-30 | |
| KSPI | JSC KASPI.KZ | 6.3% | 987.4K | $85.5M | +73.32%(+417.71K) | $77.58(+25.91%) | 2026-06-30 | |
| ATHM | AUTOHOME INC-ADR | 4.8% | 3.43M | $65.2M | -7.36%(-272.44K) | $25.24(-9.73%) | 2026-06-30 | |
| YUMC | YUM CHINA HO | 4.62% | 1.54M | $62.8M | new | $44.61(+6.30%) | 2026-06-30 | |
| LAUR | LAUREATE EDUCATI | 3.13% | 1.17M | $42.6M | -23.26%(-355.18K) | $18.51(+99.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +63.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +64.57% |
North of South Capital LLP reports $1.36B in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are IBN (18.6%), YPF (13.5%) and JD (12.5%). The top 20 holdings account for 99.34% of reported assets. Its disclosed equity book has returned +63.91% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from North of South Capital LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033334). View North of South Capital LLP’s 13F filings on SEC