North of South Capital

North of South Capital as of March 31, 2025

Portfolio Holdings for North of South Capital

North of South Capital holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Grp- Sponsored Ads (BABA) 27.0 $242M 1.8M 132.23
Jd.com Inc- Spon Ads Cl A (JD) 15.2 $136M 3.3M 41.12
Full Truck A- Sponsored Ads (YMM) 8.8 $79M 6.2M 12.77
Taiwan Semic- Sponsored Ads (TSM) 8.2 $73M 441k 166.00
Kt Corp- Sponsored Adr (KT) 7.6 $68M 3.8M 17.71
Vipshop Hold- Sponsored Ads A (VIPS) 7.0 $63M 4.0M 15.68
Autohome Inc- Sp Ads Rp Cl A (ATHM) 6.1 $54M 2.0M 27.72
Baidu Inc-sp Spon Adr Rep A (BIDU) 5.7 $51M 557k 92.03
Ypf Sa- Spon Adr Cl D (YPF) 5.4 $49M 1.4M 35.04
Laureate Educati Common Stock (LAUR) 2.9 $26M 1.3M 20.45
Controladora- Spon Adr Rp 10 (VLRS) 2.9 $26M 4.9M 5.22
Embraer Sa- Sponsored Ads (ERJ) 2.2 $20M 433k 46.20
Petrobras Sa- Sponsored Adr (PBR) 0.3 $2.6M 178k 14.34
Icici Bank- Adr (IBN) 0.2 $1.6M 51k 31.52
Eletrobras- Sponsored Adr (EBR) 0.2 $1.6M 220k 7.10
Millicom Intl Common Stock (TIGO) 0.2 $1.4M 45k 30.27
Sk Telec-spn Sponsored Adr (SKM) 0.1 $912k 43k 21.26
Transport Ga- Sponsored Ads B (TGS) 0.1 $662k 25k 26.46
Bbva Argent- Sponsored Ads (BBAR) 0.1 $544k 30k 18.12
Grupo Telev- Spon Adr Rep Ord (TV) 0.0 $175k 100k 1.75