account_balance
Investment manager · 13F filer · SEC CIK 2033334
North of South Capital LLP
Reported value$1.45Bas of Sep 30, 2026
Positions27 3 new, 4 sold out
Top 10 weight90%IBN alone is 17%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IBN
Icici Bank-adr
16.7%
JD
Jd.com Inc-adr
15.8%Added
YPF
Ypf Sa-adr
12.2%Trimmed
TSM
Taiwan Semic-adr
10.8%Added
YMM
Full Truck A-adr
8.6%Added
KSPI
Jsc Kaspi.kz
6.5%
YUMC
Yum China Ho
5.6%Added
BAP
Credicorp Ltd
5.5%Added
ATHM
Autohome Inc-adr
4.8%Trimmed
PAAS
Pan Amer Silver
3.4%Added
17 others
10.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed