North of South Capital

North of South Capital as of Dec. 31, 2024

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Hldg Sponsored Ads (BABA) 20.3 $168M 2.0M 84.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 12.4 $102M 516k 197.49
Jd.com Spon Ads Cl A (JD) 12.2 $101M 2.9M 34.67
Kt Corp Sponsored Adr (KT) 7.9 $66M 4.2M 15.52
Full Truck Alliance Sponsored Ads (YMM) 7.5 $62M 5.7M 10.82
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 6.4 $53M 1.2M 42.51
Baidu Spon Adr Rep A (BIDU) 6.3 $52M 615k 84.31
Vipshop Hldgs Sponsored Ads A (VIPS) 6.2 $51M 3.8M 13.47
Autohome Sp Ads Rp Cl A (ATHM) 6.2 $51M 2.0M 25.95
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 4.5 $37M 4.9M 7.44
Embraer Sponsored Ads (ERJ) 3.9 $32M 875k 36.68
Laureate Education Common Stock (LAUR) 2.8 $23M 1.3M 18.29
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 2.6 $22M 597k 36.36
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.3 $2.6M 198k 12.86
Icici Bank Adr (IBN) 0.2 $1.5M 51k 29.86
United Microelectronics Corp Spon Adr New (UMC) 0.1 $1.0M 161k 6.49
Sk Telecom Sponsored Adr (SKM) 0.1 $903k 43k 21.04
Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.0 $168k 100k 1.68