North of South Capital LLP: 13F holdings
CIK 20333342026Q2
| Positions | 28 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IBN ICICI BANK-ADR | 8,690,448 | $252.3m | 18.6% |
| YPF YPF SA-ADR | 4,023,562 | $183.0m | 13.5% |
| JD JD.COM INC-ADR | 6,661,845 | $169.7m | 12.5% |
| TSM TAIWAN SEMIC-ADR | 330,957 | $158.1m | 11.6% |
| YMM FULL TRUCK A-ADR | 12,936,046 | $105.0m | 7.7% |
| BIDU BAIDU INC-SP ADR | 918,941 | $105.0m | 7.7% |
| KSPI JSC KASPI.KZ | 987,390 | $85.5m | 6.3% |
| ATHM AUTOHOME INC-ADR | 3,428,188 | $65.2m | 4.8% |
| YUMC YUM CHINA HO | 1,536,481 | $62.8m | 4.6% |
| LAUR LAUREATE EDUCATI | 1,171,708 | $42.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033334")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.