North of South Capital

North of South Capital as of June 30, 2025

Portfolio Holdings for North of South Capital

North of South Capital holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Grp- Sponsored Ads (BABA) 25.0 $237M 2.1M 113.41
Jd.com Inc- Spon Ads Cl A (JD) 13.6 $130M 4.0M 32.64
Taiwan Semic- Sponsored Ads (TSM) 10.6 $101M 446k 226.49
Full Truck A- Sponsored Ads (YMM) 9.8 $94M 7.9M 11.81
Kt Corp- Sponsored Adr (KT) 9.1 $87M 4.2M 20.78
Autohome Inc- Sp Ads Rp Cl A (ATHM) 6.0 $57M 2.2M 25.79
Baidu Inc-sp Spon Adr Rep A (BIDU) 5.6 $53M 619k 85.76
Ypf Sa- Spon Adr Cl D (YPF) 5.1 $49M 1.6M 31.45
Vipshop Hold- Sponsored Ads A (VIPS) 5.1 $49M 3.2M 15.05
Laureate Educati Common Stock (LAUR) 3.9 $37M 1.6M 23.38
Controladora- Spon Adr Rp 10 (VLRS) 2.5 $24M 5.0M 4.75
Pan Amer Silver Common Stock (PAAS) 1.6 $16M 551k 28.40
Icici Bank- Adr (IBN) 1.1 $11M 316k 33.64
Millicom Intl Common Stock (TIGO) 0.2 $2.0M 53k 37.47
Credicorp Common Stock (BAP) 0.2 $1.8M 8.3k 223.52
Eletrobras- Sponsored Adr (EBR) 0.2 $1.6M 220k 7.43
Petrobras Sa- Sponsored Adr (PBR) 0.1 $1.4M 114k 12.51
Transport Ga- Sponsored Ads B (TGS) 0.1 $958k 37k 25.90
Bbva Argent- Sponsored Ads (BBAR) 0.1 $494k 30k 16.46
Grupo Telev- Spon Adr Rep Ord (TV) 0.0 $219k 100k 2.19
Embraer Sa- Sponsored Ads (ERJ) 0.0 $137k 2.4k 56.91