North of South Capital
Latest statistics and disclosures from North of South Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, TSM, JD, KT, YMM, and represent 60.37% of North of South Capital's stock portfolio.
- Added to shares of these 10 stocks: KT (+$63M), JD (+$33M), YMM (+$26M), BABA (+$26M), LAUR (+$23M), TSM (+$14M), BIDU (+$8.2M), YPF (+$8.1M), ATHM (+$7.1M), SQM.
- Started 2 new stock positions in SKM, LAUR.
- Reduced shares in these 5 stocks: IBN, ERJ, VLRS, VIPS, .
- Sold out of its position in SAND.
- North of South Capital was a net buyer of stock by $199M.
- North of South Capital has $823M in assets under management (AUM), dropping by 24.88%.
- Central Index Key (CIK): 0002033334
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Portfolio Holdings for North of South Capital
North of South Capital holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by North of South Capital
SEC 13F filings are viewable for North of South Capital going back to 2024
- North of South Capital 2024 Q4 filed Feb. 3, 2025
- North of South Capital 2024 Q3 filed Nov. 12, 2024
- North of South Capital 2024 Q2 filed Aug. 13, 2024